PWM
CGMS icon

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$799K Buy
28,921
+4,966
+21% +$137K 0.28% 87
2025
Q1 		$632K Sell
23,955
-1,340
-5% -$35.3K 0.29% 89
2024
Q4 		$686K Buy
+25,295
New +$686K 0.3% 85