Carson Wealth (CWM LLC)
CGMM icon

Carson Wealth (CWM LLC)’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Carson Wealth (CWM LLC)’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 		$44.1K Sell
1,503
-487
-24% -$14.8K ﹤0.01% 3907
2025
Q4 		$57K Buy
1,990
+541
+37% +$15.4K ﹤0.01% 3509
2025
Q3 		$41K Buy
1,449
+1,150
+385% +$32K ﹤0.01% 3693
2025
Q2 		$8K Buy
+299
New +$7.38K ﹤0.01% 4421

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
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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 $250B AUM 21.32% 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

Carson Wealth (CWM LLC)'s CGMM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 24% in Q1 2026, selling an estimated $14.8K and leaving 1,503 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3907.

Carson Wealth (CWM LLC) first reported a position in CGMM in Q2 2025 and has held it in 4 quarters since. The position peaked at $57K in Q4 2025. 200 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,503 shares of Capital Group U.S. Small and Mid Cap ETF worth $44.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 487 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $14.8K.
  • Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3907 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Capital Group U.S. Small and Mid Cap ETF position peaked at $57K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.