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

Global Retirement 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
2025 Q4	$22.6K	Buy	+785	New	+$22.3K	﹤0.01%	2817

Other funds holding CGMM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Retirement Partners's CGMM Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q4 2025: 785 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #2817 among its holdings.

175 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

Global Retirement Partners held 785 shares of Capital Group U.S. Small and Mid Cap ETF worth $22.6K as of Q4 2025.
Capital Group U.S. Small and Mid Cap ETF was a new Global Retirement Partners position in Q4 2025.
Capital Group U.S. Small and Mid Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2817 holding.
175 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.