Meridian Wealth Management’s Capital Group Municipal Income ETF CGMU Stock Holding History

Meridian Wealth Management’s Portfolio CGMU Stock Details CGMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	37,301 +1,291	+4%	+$35.3K	0.03%	376
2026 Q1	$978K	Buy	36,010 +7,837	+28%	+$216K	0.03%	364
2025 Q4	$771K	Buy	28,173 +512	+2%	+$14K	0.03%	395
2025 Q3	$755K	Buy	27,661 +2,000	+8%	+$53.8K	0.03%	386
2025 Q2	$685K	Buy	25,661 +4,141	+19%	+$110K	0.03%	387
2025 Q1	$577K	Buy	+21,520	New	+$582K	0.03%	383

Other funds holding CGMU

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Meridian Wealth Management's CGMU Position: Q2 2026 in Review

Meridian Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 3.6% in Q2 2026, buying an estimated $35.3K and bringing the position to 37,301 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #376.

Meridian Wealth Management first reported a position in CGMU in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold CGMU as of Q2 2026.

Meridian Wealth Management held 37,301 shares of Capital Group Municipal Income ETF worth $1.02M as of Q2 2026.
Meridian Wealth Management bought 1,291 Capital Group Municipal Income ETF shares in Q2 2026, an estimated $35.3K.
Capital Group Municipal Income ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #376 holding.
Meridian Wealth Management first reported a position in Capital Group Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.