AW
CGMM

Alchemi Wealth’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Alchemi Wealth’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
41,611
+2,570
+7% +$80.9K 0.64% 39
2026
Q1 		$1.15M Buy
39,041
+3,126
+9% +$94.8K 0.64% 38
2025
Q4 		$1.04M Buy
+35,915
New +$1.02M 0.57% 39

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Alchemi Wealth's CGMM Position: Q2 2026 in Review

Alchemi Wealth increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 6.6% in Q2 2026, buying an estimated $80.9K and bringing the position to 41,611 shares worth $1.37M. The position accounts for 0.64% of the portfolio, ranked #39.

Alchemi Wealth first reported a position in CGMM in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Alchemi Wealth held 41,611 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.37M as of Q2 2026.
  • Alchemi Wealth bought 2,570 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $80.9K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.64% of Alchemi Wealth's portfolio in Q2 2026, its #39 holding.
  • Alchemi Wealth first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.