World Equity Group
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World Equity Group’s Capital Group Municipal Income ETF CGMU Stock Holding History

World Equity Group’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 		$215K Buy
+8,302
New +$224K 0.09% 232
2026
Q2 		– Sell
-11,584
Closed -$315K – 394
2026
Q1 		$315K Buy
+11,584
New +$320K 0.08% 280

Other funds holding CGMU

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Michael Brady & Co
Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return

World Equity Group's CGMU Position: Q3 2026 in Review

World Equity Group opened a new position in Capital Group Municipal Income ETF (CGMU) in Q3 2026: 8,302 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #232 among its holdings. This is a return to the name: World Equity Group previously reported a position in CGMU as recently as Q1 2026.

World Equity Group first reported a position in CGMU in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 144 funds tracked by Wall St. Rank hold CGMU as of Q3 2026.

  • World Equity Group held 8,302 shares of Capital Group Municipal Income ETF worth $215K as of Q3 2026.
  • Capital Group Municipal Income ETF was a new World Equity Group position in Q3 2026.
  • Capital Group Municipal Income ETF made up 0.09% of World Equity Group's portfolio in Q3 2026, its #232 holding.
  • World Equity Group first reported a position in Capital Group Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • World Equity Group's Capital Group Municipal Income ETF position peaked at $315K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Capital Group Municipal Income ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.