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

LongView Wealth Management’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	$1.54M	Buy	49,686 +3,921	+9%	+$127K	0.37%	66
2026 Q2	$1.51M	Buy	45,765 +1,520	+3%	+$47.9K	0.39%	60
2026 Q1	$1.39M	Buy	44,245 +2,220	+5%	+$67.3K	0.35%	65
2025 Q4	$1.28M	Buy	42,025 +5,832	+16%	+$166K	0.31%	69
2025 Q3	$1.03M	Buy	36,193 +19,332	+115%	+$539K	0.28%	75
2025 Q2	$453K	Buy	+16,861	New	+$416K	0.14%	127

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

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

STA

Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 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

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

LongView Wealth Management's CGMM Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 8.6% in Q3 2026, buying an estimated $127K and bringing the position to 49,686 shares worth $1.54M. The position accounts for 0.37% of the portfolio, ranked #66.

LongView Wealth Management first reported a position in CGMM in Q2 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

LongView Wealth Management held 49,686 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.54M as of Q3 2026.
LongView Wealth Management bought 3,921 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $127K.
Capital Group U.S. Small and Mid Cap ETF made up 0.37% of LongView Wealth Management's portfolio in Q3 2026, its #66 holding.
LongView Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.