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Capital Group U S Multi Sec Etf shares owned by Jacobi Capital Management

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

Historical chart of Jacobi Capital Management 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 Jacobi Capital Management 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 Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 80k 27.75
2025-06-30 $2.2M 79k 27.62
2025-03-31 $2.1M 78k 27.30
2024-12-31 $480k 18k 27.28
2024-09-30 $505k 18k 27.84
2024-06-30 $279k 10k 26.92

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Opportunities Trust Applied Fina Val (VSLU)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Jacobi Capital Management

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf