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 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

NWMG

National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

STA

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

SWM

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

LongView Wealth Management's CGMM Position: Q2 2026 in Review

LongView Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 3.4% in Q2 2026, buying an estimated $47.9K and bringing the position to 45,765 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #60.

LongView Wealth Management first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

LongView Wealth Management held 45,765 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.51M as of Q2 2026.
LongView Wealth Management bought 1,520 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $47.9K.
Capital Group U.S. Small and Mid Cap ETF made up 0.39% of LongView Wealth Management's portfolio in Q2 2026, its #60 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 5 quarters since.
34 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.