Gerber Kawasaki Wealth & Investment Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Sell
10,494
-3,021
-22% -$83.4K 0.01% 262
2025
Q1
$369K Sell
13,515
-1,823
-12% -$49.8K 0.02% 218
2024
Q4
$418K Buy
15,338
+4,095
+36% +$112K 0.02% 200
2024
Q3
$313K Buy
+11,243
New +$313K 0.01% 225