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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

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

Jim Simons's CGMS Position: Q1 2026 in Review

Jim Simons sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 10,206 shares — an estimated $282K sold.

Jim Simons first reported a position in CGMS in Q3 2024 and held it in 6 quarters. The position peaked at $5.24M in Q3 2025. 330 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

Jim Simons reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 10,206 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $282K.
Jim Simons first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and held it in 6 quarters.
Jim Simons's Capital Group US Multi-Sector Income ETF position peaked at $5.24M in Q3 2025.
330 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.