GWP
CGMM

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

Gateway Wealth Partners’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 		$3.03M Sell
91,946
-17,774
-16% -$560K 0.18% 137
2026
Q1 		$3.22M Buy
+109,720
New +$3.33M 0.13% 184

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

Gateway Wealth Partners's CGMM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 16% in Q2 2026, selling an estimated $560K and leaving 91,946 shares worth $3.03M. The position accounts for 0.18% of the portfolio, ranked #137.

Gateway Wealth Partners first reported a position in CGMM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.22M in Q1 2026. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Gateway Wealth Partners held 91,946 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.03M as of Q2 2026.
  • Gateway Wealth Partners sold 17,774 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $560K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.18% of Gateway Wealth Partners's portfolio in Q2 2026, its #137 holding.
  • Gateway Wealth Partners 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.
  • Gateway Wealth Partners's Capital Group U.S. Small and Mid Cap ETF position peaked at $3.22M 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 Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.