Ownership history in Wayfinding Financial, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Wayfinding Financial, LLC reported a position in CAPITAL GROUP U.S. MULTI-SECTOROME (CGMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 105,633 | +385 | +0.4% | 1.26% | $2.9M | $27.07 |
| 2025 Q2 | REDUCED | 105,248 | -1,622 | -1.5% | 1.30% | $2.9M | $26.51 |
| 2025 Q1 | REDUCED | 106,870 | -14,583 | -12.0% | 1.28% | $2.9M | $25.84 |
| 2024 Q4 | REDUCED | 121,453 | -63 | -0.1% | 1.77% | $3.3M | $25.48 |
| 2024 Q3 | REDUCED | 121,516 | -662 | -0.5% | 2.52% | $3.4M | $25.59 |
| 2024 Q2 | ADDED | 122,178 | +32 | +0.0% | 1.85% | $3.3M | $24.39 |
| 2024 Q1 | INITIATED | 122,146 | — | — | 1.92% | $3.3M | — |
As of 2025 Q4 — sorted by position size