LWP
CGMM

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

Laurel Wealth Planning’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
Q1 		$3.58M Buy
121,831
+59,223
+95% +$1.8M 1.89% 23
2025
Q4 		$1.81M Sell
62,608
-1,086
-2% -$30.9K 1% 29
2025
Q3 		$1.81M Buy
+63,694
New +$1.77M 0.96% 30

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Laurel Wealth Planning's CGMM Position: Q1 2026 in Review

Laurel Wealth Planning increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 95% in Q1 2026, buying an estimated $1.8M and bringing the position to 121,831 shares worth $3.58M. The position accounts for 1.89% of the portfolio, ranked #23.

Laurel Wealth Planning first reported a position in CGMM in Q3 2025 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold CGMM as of Q1 2026.

  • Laurel Wealth Planning held 121,831 shares of Capital Group U.S. Small and Mid Cap ETF worth $3.58M as of Q1 2026.
  • Laurel Wealth Planning bought 59,223 Capital Group U.S. Small and Mid Cap ETF shares in Q1 2026, an estimated $1.8M.
  • Capital Group U.S. Small and Mid Cap ETF made up 1.89% of Laurel Wealth Planning's portfolio in Q1 2026, its #23 holding.
  • Laurel Wealth Planning first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.