Harbor Investment Advisory’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Harbor Investment Advisory’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	$245K	Buy	7,898 +2,300	+41%	+$74.4K	0.02%	395
2026 Q2	$185K	Buy	5,598 +2,712	+94%	+$85.4K	0.01%	432
2026 Q1	$84.7K	Buy	2,886 +480	+20%	+$14.6K	0.01%	536
2025 Q4	$69.4K	Buy	+2,406	New	+$68.4K	0.01%	588

Other funds holding CGMM

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WWP

Wise Wealth Partners Phoenix, Arizona $54.6M AUM 9.99% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Harbor Investment Advisory's CGMM Position: Q3 2026 in Review

Harbor Investment Advisory increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 41% in Q3 2026, buying an estimated $74.4K and bringing the position to 7,898 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #395.

Harbor Investment Advisory first reported a position in CGMM in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Harbor Investment Advisory held 7,898 shares of Capital Group U.S. Small and Mid Cap ETF worth $245K as of Q3 2026.
Harbor Investment Advisory bought 2,300 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $74.4K.
Capital Group U.S. Small and Mid Cap ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q3 2026, its #395 holding.
Harbor Investment Advisory 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.
25 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.