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ORG Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

ORG Partners’s Portfolio CGSD Stock Details CGSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-581
Closed -$15.1K – 1718
2025
Q3 		$15.1K Hold
581
– – ﹤0.01% 872
2025
Q2 		$15.1K Buy
+581
New +$15K ﹤0.01% 821

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ORG Partners's CGSD Position: Q4 2025 in Review

ORG Partners sold out of Capital Group Short Duration Income ETF (CGSD) in Q4 2025, closing a stake of 581 shares — an estimated $15.1K sold.

ORG Partners first reported a position in CGSD in Q2 2025 and held it in 2 quarters. The position peaked at $15.1K in Q3 2025. 165 funds tracked by Wall St. Rank hold CGSD as of Q4 2025.

  • ORG Partners reported no remaining Capital Group Short Duration Income ETF position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 581 Capital Group Short Duration Income ETF shares in Q4 2025, an estimated $15.1K.
  • ORG Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and held it in 2 quarters.
  • ORG Partners's Capital Group Short Duration Income ETF position peaked at $15.1K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.