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 Q2	$4.65M	Buy	140,924 +19,093	+16%	+$601K	2.06%	22
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Laurel Wealth Planning's CGMM Position: Q2 2026 in Review

Laurel Wealth Planning increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 16% in Q2 2026, buying an estimated $601K and bringing the position to 140,924 shares worth $4.65M. The position accounts for 2.06% of the portfolio, ranked #22.

Laurel Wealth Planning first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Laurel Wealth Planning held 140,924 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.65M as of Q2 2026.
Laurel Wealth Planning bought 19,093 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $601K.
Capital Group U.S. Small and Mid Cap ETF made up 2.06% of Laurel Wealth Planning's portfolio in Q2 2026, its #22 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 4 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 Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.