RICHARDS, MERRILL & PETERSON, INC. CGSM — CAPITAL GRP FIXED INCM ETF T

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  ·  6 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported CAPITAL GRP FIXED INCM ETF T (CGSM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows CGSM at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICHARDS, MERRILL & PETERSON, INC.'s position in CAPITAL GRP FIXED INCM ETF T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGSM was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CGSM stock page RICHARDS, MERRILL & PETERSON, INC. fund profile RICHARDS, MERRILL & PETERSON, INC. full holdings
How RICHARDS, MERRILL & PETERSON, INC. held CGSM — position size vs. price
% of Fund (quarterly)    CGSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,800 -25 -0.1% 0.20% $547K 2026-04-17 $26.37
2025 Q4 ADDED — — — 20,825 +925 +4.6% 0.21% $549K 2026-01-27 $26.26
2025 Q3 ADDED — — — 19,900 +1,000 +5.3% 0.23% $525K 2025-10-16 $25.94
2025 Q2 UNCHANGED — — — 18,900 — 0% 0.23% $493K 2025-07-31 $25.54
2025 Q1 ADDED — — — 18,900 +13,900 +278.0% 0.26% $492K 2025-05-07 $25.12
2024 Q4 INITIATED — — — 5,000 — — 0.07% $130K 2025-02-13 $25.11

🏢 Other funds also holding CGSM

As of 2026 Q1 — sorted by position size

INTEGRATED WEALTHCARE, LLC 4.31% Hartmann Taylor Wealth Management, LLC 2.71% Boulder Wealth Advisors, LLC 2.63% Cauble & Harre Wealth Management, Inc. 1.86% Financial Connections Group, Inc. 3Y 1.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.39% PUREfi Wealth, LLC 1.17% FWG Holdings, LLC 3Y 1.16% JHP Wealth Management, LLC 1.15% Royal Harbor Partners, LLC 3Y 0.99%

FAQ About RICHARDS, MERRILL & PETERSON, INC. and CGSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICHARDS, MERRILL & PETERSON, INC. reported owning CGSM?

RICHARDS, MERRILL & PETERSON, INC. reported CGSM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CGSM position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for CGSM was 0.26% in 2025 Q1.

What is the latest reported CGSM position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 20,800 shares, equal to 0.20% of portfolio, with an estimated market value of $547K.

What does the chart on this CGSM ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, INC.'s quarterly CGSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RICHARDS, MERRILL & PETERSON, INC. time their CGSM position?

Based on 13F filing dates vs. subsequent CGSM price moves, RICHARDS, MERRILL & PETERSON, INC. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on CGSM relative to SPY over the holding period was -9.6%.

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