MSFP
CGMM

Mark Sheptoff Financial Planning’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CGMM Stock Details CGMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.5K Hold
390
– – 0.01% 332
2025
Q1 		$9.32K Buy
+390
New +$9.32K 0.01% 328