Corient Private Wealth
CGMM

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

Corient Private Wealth’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 		– Sell
-9,064
Closed -$266K – 3259
2026
Q1 		$266K Buy
+9,064
New +$275K ﹤0.01% 2385

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

Corient Private Wealth's CGMM Position: Q2 2026 in Review

Corient Private Wealth sold out of Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026, closing a stake of 9,064 shares — an estimated $266K sold.

Corient Private Wealth first reported a position in CGMM in Q1 2026 and held it in 1 quarter. The position peaked at $266K in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Corient Private Wealth reported no remaining Capital Group U.S. Small and Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 9,064 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $266K.
  • Corient Private Wealth first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and held it in 1 quarter.
  • Corient Private Wealth's Capital Group U.S. Small and Mid Cap ETF position peaked at $266K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.