Lodestone Wealth Management
CGMS icon

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

Lodestone 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
Q3 		$4.13M Buy
157,426
+18,048
+13% +$488K 1.39% 18
2026
Q2 		$3.81M Buy
139,378
+29,802
+27% +$819K 1.34% 18
2026
Q1 		$2.98M Buy
109,576
+9,698
+10% +$268K 1.18% 21
2025
Q4 		$2.76M Buy
99,878
+17,619
+21% +$488K 1.12% 23
2025
Q3 		$2.28M Buy
82,259
+6,308
+8% +$175K 1.03% 32
2025
Q2 		$2.1M Buy
75,951
+609
+0.8% +$16.5K 1.02% 32
2025
Q1 		$2.06M Buy
75,342
+2,408
+3% +$66.1K 1.09% 31
2024
Q4 		$1.99M Buy
72,934
+9,341
+15% +$257K 1% 39
2024
Q3 		$1.77M Buy
63,593
+22,626
+55% +$623K 0.89% 40
2024
Q2 		$1.1M Buy
40,967
+467
+1% +$12.6K 0.58% 58
2024
Q1 		$1.1M Buy
40,500
+29,408
+265% +$793K 0.57% 58
2023
Q4 		$299K Buy
11,092
+595
+6% +$15.4K 0.17% 118
2023
Q3 		$268K Buy
10,497
+219
+2% +$5.7K 0.19% 110
2023
Q2 		$268K Buy
10,278
+1,224
+14% +$32K 0.18% 116
2023
Q1 		$238K Buy
+9,054
New +$237K 0.18% 120

Other funds holding CGMS

Signature Estate & Investment Advisors
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Turning Point Benefit Group
Turning Point Benefit Group Frederick, Maryland $245M AUM 13.29% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Lodestone Wealth Management's CGMS Position: Q3 2026 in Review

Lodestone Wealth Management increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 13% in Q3 2026, buying an estimated $488K and bringing the position to 157,426 shares worth $4.13M. The position accounts for 1.39% of the portfolio, ranked #18.

Lodestone Wealth Management first reported a position in CGMS in Q1 2023 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Lodestone Wealth Management held 157,426 shares of Capital Group US Multi-Sector Income ETF worth $4.13M as of Q3 2026.
  • Lodestone Wealth Management bought 18,048 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $488K.
  • Capital Group US Multi-Sector Income ETF made up 1.39% of Lodestone Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Lodestone Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 134 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.