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

Hartmann Taylor Wealth Management’s Portfolio CGMS Stock Details CGMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.47M Sell
89,293
-48,245
-35% -$1.33M 2.05% 12
2025
Q1 		$3.75M Buy
+137,538
New +$3.75M 3.37% 11