Lodestone Wealth Management
CGSM icon

Lodestone Wealth Management’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

Lodestone Wealth Management’s Portfolio CGSM Stock Details CGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.5K Sell
1,382
-180
-12% -$4.72K 0.01% 357
2026
Q2 		$41.2K Sell
1,562
-402
-20% -$10.6K 0.01% 326
2026
Q1 		$51.6K Buy
1,964
+14
+0.7% +$371 0.02% 292
2025
Q4 		$51.4K Buy
+1,950
New +$51.4K 0.02% 292
2023
Q4 		– Sell
-63,392
Closed -$1.59M – 143
2023
Q3 		$1.59M Buy
+63,392
New +$1.59M 1.11% 33

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Cambridge Investment Research Advisors
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Wealth Enhancement Advisory Services
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Cannon Financial Strategists
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J.W. Cole Advisors
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Integrity Alliance
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Lodestone Wealth Management's CGSM Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 12% in Q3 2026, selling an estimated $4.72K and leaving 1,382 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #357.

Lodestone Wealth Management first reported a position in CGSM in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2023. 95 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

  • Lodestone Wealth Management held 1,382 shares of Capital Group Short Duration Municipal Income ETF worth $35.5K as of Q3 2026.
  • Lodestone Wealth Management sold 180 Capital Group Short Duration Municipal Income ETF shares in Q3 2026, an estimated $4.72K.
  • Capital Group Short Duration Municipal Income ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #357 holding.
  • Lodestone Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2023 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $1.59M in Q3 2023.
  • 95 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.