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KWM
Kingsview Wealth Management’s
Capital Group US Multi-Sector Income ETF
CGMS
Stock Holding History
Kingsview Wealth 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
$11M
Buy
404,251
+65,898
+19%
+$1.82M
0.15%
122
2025
Q4
$9.35M
Buy
338,353
+36,717
+12%
+$1.02M
0.13%
137
2025
Q3
$8.37M
Buy
301,636
+49,944
+20%
+$1.38M
0.13%
163
2025
Q2
$6.95M
Buy
251,692
+41,769
+20%
+$1.13M
0.12%
187
2025
Q1
$5.73M
Buy
209,923
+55,350
+36%
+$1.52M
0.11%
194
2024
Q4
$4.22M
Buy
154,573
+17,612
+13%
+$485K
0.08%
227
2024
Q3
$3.81M
Buy
136,961
+94,550
+223%
+$2.6M
0.08%
239
2024
Q2
$1.14M
Buy
42,411
+26,603
+168%
+$716K
0.03%
472
2024
Q1
$427K
Buy
15,808
+5,388
+52%
+$145K
0.01%
705
2023
Q4
$281K
Buy
10,420
+2,207
+27%
+$57.3K
0.01%
790
2023
Q3
$210K
Buy
8,213
+14
+0.2%
+$364
0.01%
873
2023
Q2
$214K
Buy
+8,199
New
+$215K
0.01%
838
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$94B AUM
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1-Year Est. Return
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1-Year Est. Return
GVAG
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$5.5B AUM
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1-Year Est. Return
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$68.3B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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