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

GeoWealth 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
2025
Q1 		– Sell
-2,237
Closed -$61K – 1187
2024
Q4 		$61K Buy
+2,237
New +$61.6K ﹤0.01% 1096

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GeoWealth Management's CGMS Position: Q1 2025 in Review

GeoWealth Management sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2025, closing a stake of 2,237 shares — an estimated $61K sold.

GeoWealth Management first reported a position in CGMS in Q4 2024 and held it in 1 quarter. The position peaked at $61K in Q4 2024. 243 funds tracked by Wall St. Rank hold CGMS as of Q1 2025.

  • GeoWealth Management reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,237 Capital Group US Multi-Sector Income ETF shares in Q1 2025, an estimated $61K.
  • GeoWealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Capital Group US Multi-Sector Income ETF position peaked at $61K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.