BWP
CGMM

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

Balboa Wealth Partners’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 		$540K Buy
16,374
+569
+4% +$17.9K 0.07% 228
2026
Q1 		$464K Buy
15,805
+688
+5% +$20.9K 0.08% 211
2025
Q4 		$436K Buy
15,117
+2,038
+16% +$58K 0.07% 222
2025
Q3 		$371K Buy
13,079
+2,977
+29% +$83K 0.06% 226
2025
Q2 		$272K Buy
+10,102
New +$249K 0.05% 267

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

Balboa Wealth Partners's CGMM Position: Q2 2026 in Review

Balboa Wealth Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 3.6% in Q2 2026, buying an estimated $17.9K and bringing the position to 16,374 shares worth $540K. The position accounts for 0.07% of the portfolio, ranked #228.

Balboa Wealth Partners first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Balboa Wealth Partners held 16,374 shares of Capital Group U.S. Small and Mid Cap ETF worth $540K as of Q2 2026.
  • Balboa Wealth Partners bought 569 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $17.9K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Balboa Wealth Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 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 Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.