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Capital Group U S Multi Sec Etf shares owned by Balboa Wealth Partners

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Balboa Wealth Partners from 13F filings

Historical chart of Balboa Wealth Partners investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $798k 29k 27.23
2025-06-30 $332k 12k 27.62
2025-03-31 $269k 9.9k 27.30
2024-06-30 $281k 11k 26.92
2024-03-31 $306k 11k 27.04

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Advanced Micro Devices (AMD)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Meta Platforms Cl A (META)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)

View all positions for Balboa Wealth Partners

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Capital Advantage
Advisor Group Holdings
Cambridge Investment Research Advisors
Beacon Pointe Advisors
ValMark Advisers
Stifel Financial
Jones Financial Companies, L.L

View all funds holding Capital Group U S Multi Sec Etf