Beacon Capital Management LLC (Tennessee)’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-94
Closed -$2.6K 280
2025
Q2
$2.6K Buy
94
+1
+1% +$27 ﹤0.01% 860
2025
Q1
$2.54K Sell
93
-62
-40% -$1.7K ﹤0.01% 888
2024
Q4
$4.22K Buy
155
+63
+68% +$1.74K ﹤0.01% 765
2024
Q3
$2.56K Hold
92
﹤0.01% 939
2024
Q2
$2.48K Buy
+92
New +$2.48K ﹤0.01% 827

Other funds holding CGMS

Beacon Capital Management LLC (Tennessee)'s CGMS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 94 shares — an estimated $2.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CGMS in Q2 2024 and held it in 5 quarters. The position peaked at $4.22K in Q4 2024. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 94 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $2.6K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Capital Group US Multi-Sector Income ETF in Q2 2024 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Capital Group US Multi-Sector Income ETF position peaked at $4.22K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.