GRP
CGMM icon

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
2026
Q2 		$1.03M Buy
+31,162
New +$981K 0.02% 740
2025
Q4 		$22.6K Buy
+785
New +$22.3K ﹤0.01% 2817

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Global Retirement Partners's CGMM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 31,162 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #740 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGMM as recently as Q4 2025.

Global Retirement Partners first reported a position in CGMM in Q4 2025 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Global Retirement Partners held 31,162 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.03M as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #740 holding.
  • Global Retirement Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q4 2025 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.