BWG
CGMM

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

Beta Wealth Group’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.2M Sell
267,824
-2,946
-1% -$79.2K 2.64% 10
2025
Q1 		$6.47M Buy
+270,770
New +$6.47M 2.32% 11