Seamount Financial Group
CGMS icon

Seamount Financial Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Seamount Financial Group’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 		$3.03M Buy
115,435
+17,943
+18% +$485K 1.19% 25
2026
Q2 		$2.66M Sell
97,492
-7,064
-7% -$194K 1.07% 29
2026
Q1 		$2.85M Buy
104,556
+35,142
+51% +$970K 1.28% 26
2025
Q4 		$1.92M Buy
69,414
+3,972
+6% +$110K 0.87% 35
2025
Q3 		$1.82M Buy
65,442
+7,076
+12% +$196K 0.86% 35
2025
Q2 		$1.61M Buy
58,366
+2,260
+4% +$61.3K 0.83% 35
2025
Q1 		$1.53M Buy
56,106
+11,281
+25% +$310K 1.04% 25
2024
Q4 		$1.22M Buy
44,825
+26,986
+151% +$743K 0.84% 31
2024
Q3 		$497K Buy
17,839
+4,005
+29% +$110K 0.37% 62
2024
Q2 		$372K Buy
13,834
+2,223
+19% +$59.8K 0.3% 69
2024
Q1 		$314K Buy
11,611
+1,868
+19% +$50.4K 0.28% 73
2023
Q4 		$263K Buy
+9,743
New +$253K 0.25% 74

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Regatta Capital Group
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TA
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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
Onyx Bridge Wealth Group
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Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Seamount Financial Group's CGMS Position: Q3 2026 in Review

Seamount Financial Group increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 18% in Q3 2026, buying an estimated $485K and bringing the position to 115,435 shares worth $3.03M. The position accounts for 1.19% of the portfolio, ranked #25.

Seamount Financial Group first reported a position in CGMS in Q4 2023 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

  • Seamount Financial Group held 115,435 shares of Capital Group US Multi-Sector Income ETF worth $3.03M as of Q3 2026.
  • Seamount Financial Group bought 17,943 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $485K.
  • Capital Group US Multi-Sector Income ETF made up 1.19% of Seamount Financial Group's portfolio in Q3 2026, its #25 holding.
  • Seamount Financial Group first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 116 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.