EWS
CGMM

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

Evergreen Wealth Solutions’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 		$1.61M Buy
47,672
+38,271
+407% +$1.2M 0.08% 153
2026
Q1 		$276K Buy
+9,401
New +$285K 0.02% 343

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

Evergreen Wealth Solutions's CGMM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 407% in Q2 2026, buying an estimated $1.2M and bringing the position to 47,672 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #153.

Evergreen Wealth Solutions first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Evergreen Wealth Solutions held 47,672 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.61M as of Q2 2026.
  • Evergreen Wealth Solutions bought 38,271 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.08% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #153 holding.
  • Evergreen Wealth Solutions first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.