OP
CGMS icon

ORG Partners’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

ORG Partners’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
2025
Q4 		$414K Buy
14,992
+5,146
+52% +$143K 0.07% 223
2025
Q3 		$310K Buy
9,846
+2,236
+29% +$62K 0.06% 267
2025
Q2 		$210K Buy
7,610
+6,116
+409% +$166K 0.04% 311
2025
Q1 		$40.8K Buy
+1,494
New +$41K 0.01% 528

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ORG Partners's CGMS Position: Q4 2025 in Review

ORG Partners increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 52% in Q4 2025, buying an estimated $143K and bringing the position to 14,992 shares worth $414K. The position accounts for 0.07% of the portfolio, ranked #223.

ORG Partners first reported a position in CGMS in Q1 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold CGMS as of Q4 2025.

  • ORG Partners held 14,992 shares of Capital Group US Multi-Sector Income ETF worth $414K as of Q4 2025.
  • ORG Partners bought 5,146 Capital Group US Multi-Sector Income ETF shares in Q4 2025, an estimated $143K.
  • Capital Group US Multi-Sector Income ETF made up 0.07% of ORG Partners's portfolio in Q4 2025, its #223 holding.
  • ORG Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.