Jim Simons’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Jim Simons’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	$844K	Buy	+30,900	New	+$849K	﹤0.01%	2391
2026 Q1	–	Sell	-10,206	Closed	-$282K	–	3300
2025 Q4	$282K	Sell	10,206 -178,449	-95%	-$4.95M	﹤0.01%	2783
2025 Q3	$5.24M	Buy	188,655 +11,555	+7%	+$320K	0.01%	1469
2025 Q2	$4.89M	Buy	177,100 +63,757	+56%	+$1.73M	0.01%	1540
2025 Q1	$3.09M	Buy	113,343 +74,643	+193%	+$2.05M	﹤0.01%	1725
2024 Q4	$1.06M	Sell	38,700 -56,000	-59%	-$1.54M	﹤0.01%	2471
2024 Q3	$2.64M	Buy	+94,700	New	+$2.61M	﹤0.01%	1843

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 $834M AUM 15.6% 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

Jim Simons's CGMS Position: Q2 2026 in Review

Jim Simons opened a new position in Capital Group US Multi-Sector Income ETF (CGMS) in Q2 2026: 30,900 shares worth $844K. The stake represents ﹤0.01% of the portfolio and ranks #2391 among its holdings. This is a return to the name: Jim Simons previously reported a position in CGMS as recently as Q4 2025.

Jim Simons first reported a position in CGMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.24M in Q3 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

Jim Simons held 30,900 shares of Capital Group US Multi-Sector Income ETF worth $844K as of Q2 2026.
Capital Group US Multi-Sector Income ETF was a new Jim Simons position in Q2 2026.
Capital Group US Multi-Sector Income ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2391 holding.
Jim Simons first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 7 quarters since.
Jim Simons's Capital Group US Multi-Sector Income ETF position peaked at $5.24M in Q3 2025.
361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.