Barnes Wealth Management Group »

Capital Group U S Multi Sec Etf shares owned by Barnes Wealth Management Group

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

Historical chart of Barnes Wealth Management Group 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 Barnes Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $651k 24k 27.23

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Chevron Corporation (CVX)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Barnes Wealth Management Group

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
UBS Group
Raymond James Financial
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Capital Advantage
Advisor Group Holdings
Stifel Financial
Royal Bank of Canada
Cambridge Investment Research Advisors
Beacon Pointe Advisors

View all funds holding Capital Group U S Multi Sec Etf