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

Trinity 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
Q3 		$3.72M Buy
143,525
+363
+0.3% +$9.8K 1.18% 22
2026
Q2 		$3.93M Buy
143,162
+721
+0.5% +$19.7K 1.25% 20
2026
Q1 		$3.87M Buy
142,441
+4,185
+3% +$115K 1.42% 17
2025
Q4 		$3.79M Buy
138,256
+1,950
+1% +$53.4K 1.39% 16
2025
Q3 		$3.72M Buy
136,306
+8,209
+6% +$221K 1.39% 18
2025
Q2 		$3.42M Buy
+128,097
New +$3.4M 1.36% 18

Other funds holding CGMU

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
RMR Wealth Builders
RMR Wealth Builders Montclair, New Jersey $1.72B AUM 21.47% 1-Year Est. Return
EnRich Financial Partners
EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Trinity Wealth Management's CGMU Position: Q3 2026 in Review

Trinity Wealth Management increased its Capital Group Municipal Income ETF (CGMU) stake by 0.25% in Q3 2026, buying an estimated $9.8K and bringing the position to 143,525 shares worth $3.72M. The position accounts for 1.18% of the portfolio, ranked #22.

Trinity Wealth Management first reported a position in CGMU in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.93M in Q2 2026. 154 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • Trinity Wealth Management held 143,525 shares of Capital Group Municipal Income ETF worth $3.72M as of Q3 2026.
  • Trinity Wealth Management bought 363 Capital Group Municipal Income ETF shares in Q3 2026, an estimated $9.8K.
  • Capital Group Municipal Income ETF made up 1.18% of Trinity Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Trinity Wealth Management first reported a position in Capital Group Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Trinity Wealth Management's Capital Group Municipal Income ETF position peaked at $3.93M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

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