Joel Greenblatt's CGMS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 45,238 shares of Capital Group U.S. Multi-Sector Income ETF (CGMS) worth $1.24 M, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 5 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in CGMS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 15,808 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Capital Group US Multi-Sector Income ETF (CGMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Capital Group US Multi-Sector Income ETF (CGMS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +15,808 | Add 53.71% | 45,238 | $27.33 |
| Q2 2025 | +29,430 | New Buy | 29,430 | $27.62 |
Joel Greenblatt's Capital Group US Multi-Sector Income ETF Investment FAQs
Joel Greenblatt first purchased Capital Group U.S. Multi-Sector Income ETF (CGMS) in Q2 2025, acquiring 29,430 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Capital Group U.S. Multi-Sector Income ETF (CGMS) for 5 quarters since Q2 2025.
Joel Greenblatt's largest addition to Capital Group U.S. Multi-Sector Income ETF (CGMS) was in Q2 2025, adding 29,430 shares worth $812,857.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 45,238 shares of Capital Group U.S. Multi-Sector Income ETF (CGMS), valued at approximately $1.24 M.
As of the Q2 2026 filing, Capital Group U.S. Multi-Sector Income ETF (CGMS) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Capital Group U.S. Multi-Sector Income ETF (CGMS) was 45,238 shares, as reported at the end of Q2 2026.