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

Wells Fargo’s Portfolio CGSM Stock Details CGSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.3M	Buy	846,621 +156,213	+23%	+$4.12M	﹤0.01%	1546
2026 Q1	$18.1M	Buy	690,408 +74,252	+12%	+$1.97M	﹤0.01%	1577
2025 Q4	$16.2M	Buy	616,156 +176,250	+40%	+$4.65M	﹤0.01%	1654
2025 Q3	$11.6M	Buy	439,906 +413,852	+1,588%	+$10.9M	﹤0.01%	1878
2025 Q2	$679K	Buy	+26,054	New	+$676K	﹤0.01%	3940

Other funds holding CGSM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo's CGSM Position: Q2 2026 in Review

Wells Fargo increased its Capital Group Short Duration Municipal Income ETF (CGSM) stake by 23% in Q2 2026, buying an estimated $4.12M and bringing the position to 846,621 shares worth $22.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Wells Fargo first reported a position in CGSM in Q2 2025 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CGSM as of Q2 2026.

Wells Fargo held 846,621 shares of Capital Group Short Duration Municipal Income ETF worth $22.3M as of Q2 2026.
Wells Fargo bought 156,213 Capital Group Short Duration Municipal Income ETF shares in Q2 2026, an estimated $4.12M.
Capital Group Short Duration Municipal Income ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #1546 holding.
Wells Fargo first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
162 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.