LC
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Lincoln Capital’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Lincoln Capital’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 		$478K Buy
15,427
+5,221
+51% +$169K 0.08% 94
2026
Q2 		$336K Buy
+10,206
New +$321K 0.06% 111

Other funds holding CGMM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
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
VVP
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lincoln Capital's CGMM Position: Q3 2026 in Review

Lincoln Capital increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 51% in Q3 2026, buying an estimated $169K and bringing the position to 15,427 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #94.

Lincoln Capital first reported a position in CGMM in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Lincoln Capital held 15,427 shares of Capital Group U.S. Small and Mid Cap ETF worth $478K as of Q3 2026.
  • Lincoln Capital bought 5,221 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $169K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.08% of Lincoln Capital's portfolio in Q3 2026, its #94 holding.
  • Lincoln Capital first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.