Capital International Investors
CGMM

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

Capital International Investors’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
Q1 		– Sell
-21,632
Closed -$624K – 498
2025
Q4 		$624K Sell
21,632
-54,483
-72% -$1.55M ﹤0.01% 442
2025
Q3 		$2.16M Sell
76,115
-98,794
-56% -$2.75M ﹤0.01% 415
2025
Q2 		$4.7M Sell
174,909
-829,981
-83% -$20.5M ﹤0.01% 405
2025
Q1 		$24M Buy
+1,004,890
New +$25.4M ﹤0.01% 378

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 $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Capital International Investors's CGMM Position: Q1 2026 in Review

Capital International Investors sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q1 2026, closing a stake of 21,632 shares — an estimated $624K sold.

Capital International Investors first reported a position in CGMM in Q1 2025 and held it in 4 quarters. The position peaked at $24M in Q1 2025. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • Capital International Investors reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Capital International Investors sold 21,632 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $624K.
  • Capital International Investors first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and held it in 4 quarters.
  • Capital International Investors's Capital Group U.S. Small and Mid Cap ETF position peaked at $24M in Q1 2025.
  • 199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.