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

Gerber Kawasaki Wealth & Investment 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 Q1	$451K	Buy	16,568 +3,527	+27%	+$97.3K	0.01%	231
2025 Q4	$360K	Buy	13,041 +5,471	+72%	+$152K	0.01%	258
2025 Q3	$210K	Sell	7,570 -2,924	-28%	-$81K	0.01%	314
2025 Q2	$290K	Sell	10,494 -3,021	-22%	-$81.9K	0.01%	262
2025 Q1	$369K	Sell	13,515 -1,823	-12%	-$50K	0.02%	218
2024 Q4	$418K	Buy	15,338 +4,095	+36%	+$113K	0.02%	200
2024 Q3	$313K	Buy	+11,243	New	+$309K	0.01%	225

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGMS Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 27% in Q1 2026, buying an estimated $97.3K and bringing the position to 16,568 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #231.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGMS in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 16,568 shares of Capital Group US Multi-Sector Income ETF worth $451K as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management bought 3,527 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $97.3K.
Capital Group US Multi-Sector Income ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #231 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 7 quarters since.
329 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.