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Weaver Consulting Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Weaver Consulting Group’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
2026
Q3 		$2.34M Buy
92,666
+8,048
+10% +$206K 0.46% 54
2026
Q2 		$2.18M Buy
84,618
+38,906
+85% +$1M 0.45% 54
2026
Q1 		$1.18M Buy
+45,712
New +$1.19M 0.28% 78

Other funds holding CGSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

Weaver Consulting Group's CGSD Position: Q3 2026 in Review

Weaver Consulting Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.5% in Q3 2026, buying an estimated $206K and bringing the position to 92,666 shares worth $2.34M. The position accounts for 0.46% of the portfolio, ranked #54.

Weaver Consulting Group first reported a position in CGSD in Q1 2026 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Weaver Consulting Group held 92,666 shares of Capital Group Short Duration Income ETF worth $2.34M as of Q3 2026.
  • Weaver Consulting Group bought 8,048 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $206K.
  • Capital Group Short Duration Income ETF made up 0.46% of Weaver Consulting Group's portfolio in Q3 2026, its #54 holding.
  • Weaver Consulting Group first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.