SEC 13F Intelligence

Blue Investment Partners LLC / CGMS

Blue Investment Partners LLC’s Capital Grp Fixed Incm Etf T Position

Does Blue Investment Partners LLC own Capital Grp Fixed Incm Etf T (CGMS)? Not currently — the last reported position was 147.0K shares worth $4M in Q1 2025; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$4M
Q1 2025
Shares
147.0K
% of Portfolio
+1.51%
Quarters Held
3
position exited

Position History CGMS

Reported value by quarter
Q3 ’24: $200,921Q3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $4MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025147.0K$4M+1.51%
Q4 202495.5K$3M+0.96%
Q3 20247.2K$200,921+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Blue Investment Partners LLC’s full portfolio or all institutional holders of CGMS.