Geneos Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Geneos Wealth Management’s Portfolio CGMS Stock Details CGMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$428K	Buy	15,650 +2,508	+19%	+$68.9K	0.01%	779
2026 Q1	$358K	Buy	13,142 +2,679	+26%	+$73.9K	0.01%	792
2025 Q4	$289K	Buy	10,463 +2,358	+29%	+$65.4K	0.01%	809
2025 Q3	$225K	Sell	8,105 -13,965	-63%	-$387K	0.01%	864
2025 Q2	$610K	Buy	22,070 +6,645	+43%	+$180K	0.01%	655
2025 Q1	$421K	Buy	15,425 +12,285	+391%	+$337K	0.01%	674
2024 Q4	$85.7K	Buy	+3,140	New	+$86.5K	﹤0.01%	1121

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Geneos Wealth Management's CGMS Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 19% in Q2 2026, buying an estimated $68.9K and bringing the position to 15,650 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #779.

Geneos Wealth Management first reported a position in CGMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $610K in Q2 2025. 360 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Geneos Wealth Management held 15,650 shares of Capital Group US Multi-Sector Income ETF worth $428K as of Q2 2026.
Geneos Wealth Management bought 2,508 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $68.9K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #779 holding.
Geneos Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $610K in Q2 2025.
360 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.