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

Mascagni Wealth Management’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.05M Buy
74,162
+9,134
+14% +$252K 1.74% 12
2025
Q1 		$1.78M Hold
65,028
– – 1.77% 12
2024
Q4 		$1.78M Buy
+65,028
New +$1.78M 1.77% 12