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CGSMCGSM
10 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Yes. Wealth Enhancement Advisory Services holds 266,980 shares of CGSM (Capital Group Fixed Income ETF), worth $6.9M, as of its Q3 2026 13F filing. It increased the position by 72,123 shares (+37.0%) from Q2 2026. Wealth Enhancement Advisory Services has held CGSM since Q2 2024, across 10 quarterly 13F filings.

Current Value

$6.9M

Current Shares

266,980

Total Value Change

+$5.6M

Total Shares Change

+216,774

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
266,980
+37.0%
$6.9M0.0%$25.71
36
2026-Q2
Decreased
194,857
-3.8%
$5.1M0.0%$26.32
0
2026-Q1
Increased
202,450
+23.2%
$5.3M0.0%$25.99
33
2025-Q4
Increased
164,295
+7.0%
$4.3M0.0%$25.86
29
2025-Q3
Decreased
153,495
-2.3%
$4M0.0%$25.68
0
2025-Q2
Decreased
157,096
-1.5%
$4.1M0.0%$25.21
0
2025-Q1
Increased
159,487
+2.4%
$4.1M0.0%$24.95
27
2024-Q4
Increased
155,817
+167.7%
$4M0.0%$24.73
43
2024-Q3
Increased
58,206
+15.9%
$1.5M0.0%$24.79
30
2024-Q2
New
50,206
-
$1.3M0.0%$24.16
35

Other major holders of CGSM: Capital International Investors

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