VestGen Advisors’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

VestGen Advisors’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 Q2	$1.13M	Sell	41,181 -401	-1%	-$11K	0.03%	428
2026 Q1	$1.14M	Sell	41,582 -45,787	-52%	-$1.26M	0.03%	425
2025 Q4	$2.41M	Sell	87,369 -207,630	-70%	-$5.76M	0.1%	213
2025 Q3	$8.19M	Sell	294,999 -7,079	-2%	-$196K	0.27%	79
2025 Q2	$8.34M	Sell	302,078 -587	-0.2%	-$15.9K	0.33%	67
2025 Q1	$8.26M	Buy	+302,665	New	+$8.31M	0.38%	58

Other funds holding CGMS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VestGen Advisors's CGMS Position: Q2 2026 in Review

VestGen Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 0.96% in Q2 2026, selling an estimated $11K and leaving 41,181 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #428.

VestGen Advisors first reported a position in CGMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.34M in Q2 2025. 359 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

VestGen Advisors held 41,181 shares of Capital Group US Multi-Sector Income ETF worth $1.13M as of Q2 2026.
VestGen Advisors sold 401 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $11K.
Capital Group US Multi-Sector Income ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #428 holding.
VestGen Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Capital Group US Multi-Sector Income ETF position peaked at $8.34M in Q2 2025.
359 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.