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

Cornerstone Wealth Management’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 Q3	$885K	Buy	28,598 +9,143	+47%	+$296K	0.04%	358
2026 Q2	$641K	Buy	19,455 +4,369	+29%	+$138K	0.03%	432
2026 Q1	$443K	Buy	15,086 +3,524	+30%	+$107K	0.02%	478
2025 Q4	$333K	Buy	+11,562	New	+$329K	0.02%	513

Other funds holding CGMM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Cornerstone Wealth Management's CGMM Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 47% in Q3 2026, buying an estimated $296K and bringing the position to 28,598 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #358.

Cornerstone Wealth Management first reported a position in CGMM in Q4 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Cornerstone Wealth Management held 28,598 shares of Capital Group U.S. Small and Mid Cap ETF worth $885K as of Q3 2026.
Cornerstone Wealth Management bought 9,143 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $296K.
Capital Group U.S. Small and Mid Cap ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #358 holding.
Cornerstone Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
189 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.