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 Q3	$966K	Sell	36,839 -4,342	-11%	-$117K	0.03%	431
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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 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

Markowski Investments Tampa, Florida $448M AUM

VestGen Advisors's CGMS Position: Q3 2026 in Review

VestGen Advisors reduced its Capital Group US Multi-Sector Income ETF (CGMS) stake by 11% in Q3 2026, selling an estimated $117K and leaving 36,839 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #431.

VestGen Advisors first reported a position in CGMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.34M in Q2 2025. 159 funds tracked by Wall St. Rank hold CGMS as of Q3 2026.

VestGen Advisors held 36,839 shares of Capital Group US Multi-Sector Income ETF worth $966K as of Q3 2026.
VestGen Advisors sold 4,342 Capital Group US Multi-Sector Income ETF shares in Q3 2026, an estimated $117K.
Capital Group US Multi-Sector Income ETF made up 0.03% of VestGen Advisors's portfolio in Q3 2026, its #431 holding.
VestGen Advisors first reported a position in Capital Group US Multi-Sector Income ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's Capital Group US Multi-Sector Income ETF position peaked at $8.34M in Q2 2025.
159 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.