Wells Fargo’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Wells Fargo’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 Q1	$58M	Buy	2,249,365 +517,445	+30%	+$13.5M	0.01%	881
2025 Q4	$45M	Buy	1,731,920 +615,309	+55%	+$16M	0.01%	992
2025 Q3	$29M	Buy	1,116,611 +315,780	+39%	+$8.21M	0.01%	1234
2025 Q2	$20.8M	Buy	800,831 +309,056	+63%	+$7.98M	﹤0.01%	1380
2025 Q1	$12.7M	Buy	491,775 +350,602	+248%	+$9.03M	﹤0.01%	1678
2024 Q4	$3.62M	Buy	141,173 +43,486	+45%	+$1.12M	﹤0.01%	2707
2024 Q3	$2.53M	Sell	97,687 -38,616	-28%	-$994K	﹤0.01%	2872
2024 Q2	$3.46M	Buy	136,303 +104,499	+329%	+$2.65M	﹤0.01%	2549
2024 Q1	$808K	Buy	31,804 +30,643	+2,639%	+$780K	﹤0.01%	3585
2023 Q4	$29.5K	Buy	+1,161	New	+$29.3K	﹤0.01%	5483

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo's CGSD Position: Q1 2026 in Review

Wells Fargo increased its Capital Group Short Duration Income ETF (CGSD) stake by 30% in Q1 2026, buying an estimated $13.5M and bringing the position to 2,249,365 shares worth $58M. The position accounts for 0.01% of the portfolio, ranked #881.

Wells Fargo first reported a position in CGSD in Q4 2023 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Wells Fargo held 2,249,365 shares of Capital Group Short Duration Income ETF worth $58M as of Q1 2026.
Wells Fargo bought 517,445 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $13.5M.
Capital Group Short Duration Income ETF made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #881 holding.
Wells Fargo first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 10 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.