Von Berge Wealth Management Group’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Von Berge Wealth Management 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
2025 Q3	–	Sell	-63,478	Closed	-$1.76M	–	7
2025 Q2	$1.76M	Buy	63,478 +19,478	+44%	+$528K	0.99%	23
2025 Q1	$1.19M	Buy	44,000 +10,704	+32%	+$294K	0.77%	28
2024 Q4	$917K	Buy	33,296 +5,111	+18%	+$141K	0.56%	31
2024 Q3	$770K	Buy	28,185 +482	+2%	+$13.3K	0.48%	33
2024 Q2	$744K	Hold	27,703	–	–	0.47%	34
2024 Q1	$749K	Hold	27,703	–	–	0.48%	33
2023 Q4	$751K	Buy	+27,703	New	+$719K	0.58%	33

Other funds holding CGMS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Von Berge Wealth Management Group's CGMS Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Capital Group US Multi-Sector Income ETF (CGMS) in Q3 2025, closing a stake of 63,478 shares — an estimated $1.76M sold.

Von Berge Wealth Management Group first reported a position in CGMS in Q4 2023 and held it in 7 quarters. The position peaked at $1.76M in Q2 2025. 268 funds tracked by Wall St. Rank hold CGMS as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Capital Group US Multi-Sector Income ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 63,478 Capital Group US Multi-Sector Income ETF shares in Q3 2025, an estimated $1.76M.
Von Berge Wealth Management Group first reported a position in Capital Group US Multi-Sector Income ETF in Q4 2023 and held it in 7 quarters.
Von Berge Wealth Management Group's Capital Group US Multi-Sector Income ETF position peaked at $1.76M in Q2 2025.
268 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.