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 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

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lodestone Wealth Management's CGSM Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 20% in Q2 2026, selling an estimated $10.6K and leaving 1,562 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #326.

Lodestone Wealth Management first reported a position in CGSM in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.59M in Q3 2023. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Lodestone Wealth Management held 1,562 shares of Capital Group Short Duration Municipal Income ETF worth $41.2K as of Q2 2026.
Lodestone Wealth Management sold 402 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $10.6K.
Capital Group Short Duration Municipal Income ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #326 holding.
Lodestone Wealth Management first reported a position in Capital Group Short Duration Municipal Income ETF in Q3 2023 and has held it in 4 quarters since.
Lodestone Wealth Management's Capital Group Short Duration Municipal Income ETF position peaked at $1.59M in Q3 2023.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.