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

TrueWealth Financial 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
2026
Q1 		– Sell
-27,135
Closed -$749K – 71
2025
Q4 		$749K Buy
+27,135
New +$752K 0.62% 36

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TrueWealth Financial Partners's CGMS Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q1 2026, closing a stake of 27,135 shares — an estimated $749K sold.

TrueWealth Financial Partners first reported a position in CGMS in Q4 2025 and held it in 1 quarter. The position peaked at $749K in Q4 2025. 332 funds tracked by Wall St. Rank hold CGMS as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Capital Group US Multi-Sector Income ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 27,135 Capital Group US Multi-Sector Income ETF shares in Q1 2026, an estimated $749K.
  • TrueWealth Financial Partners first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Capital Group US Multi-Sector Income ETF position peaked at $749K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.