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

Pines 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	$863K	Sell	32,889 -2,215	-6%	-$59.9K	0.25%	98
2026 Q2	$959K	Buy	35,104 +100	+0.3%	+$2.75K	0.28%	91
2026 Q1	$953K	Buy	35,004 +4,329	+14%	+$119K	0.31%	85
2025 Q4	$847K	Buy	30,675 +1,277	+4%	+$35.4K	0.27%	89
2025 Q3	$816K	Buy	29,398 +477	+2%	+$13.2K	0.27%	93
2025 Q2	$799K	Buy	28,921 +4,966	+21%	+$135K	0.28%	87
2025 Q1	$632K	Sell	23,955 -1,340	-5%	-$36.8K	0.29%	89
2024 Q4	$686K	Buy	+25,295	New	+$697K	0.3%	85

Other funds holding CGMS

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

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

Pines Wealth Management reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 6.3% in Q3 2026, selling an estimated $59.9K and leaving 32,889 shares worth $863K. The position accounts for 0.25% of the portfolio, ranked #98.

Pines Wealth Management first reported a position in CGMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $959K in Q2 2026. 107 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

Pines Wealth Management held 32,889 shares of Capital Group US Multi-Sector Income ETF worth $863K as of Q3 2026.
Pines Wealth Management sold 2,215 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $59.9K.
Capital Group US Multi-Sector Income ETF made up 0.25% of Pines Wealth Management's portfolio in Q3 2026, its #98 holding.
Pines Wealth Management first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2024 and has held it in 8 quarters since.
Pines Wealth Management's Capital Group US Multi-Sector Income ETF position peaked at $959K in Q2 2026.
107 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.