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CGMSCGMS
8 quarters

Position history for &PARTNERS&PARTNERS's holdings in CAPITAL GRP FIXED INCM ETF T

&PARTNERS holds 784,662 shares of CGMS (CAPITAL GRP FIXED INCM ETF T), worth $21.6M as of 2026-Q2. The position was increased (+38.6% shares). CGMS represents 0.1% of &PARTNERS's portfolio.

Current Value

$21.6M

Current Shares

784,662

Total Value Change

+$19.5M

Total Shares Change

+711,088

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
784,662
+38.6%
$21.6M0.1%$27.17
38
2026-Q1
Increased
566,123
+18.0%
$15.4M0.1%$26.64
33
2025-Q4
Increased
479,902
+78.2%
$13.3M0.1%$26.70
43
2025-Q3
Increased
269,285
+34.5%
$7.5M0.0%$26.39
35
2025-Q2
Increased
200,142
+56.5%
$5.5M0.0%$25.84
38
2025-Q1
Increased
127,860
+33.4%
$3.5M0.0%$25.19
34
2024-Q4
Increased
95,840
+30.3%
$2.7M0.0%$24.84
33
2024-Q3
New
73,574
-
$2M0.0%$24.94
36

Other major holders of CGMS: LPL Financial LLC

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