Barrett & Company’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Barrett & Company’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
2025 Q3	$309K	Buy
2025 Q2	$153K	Buy
2025 Q1	$122K	Buy