Moloney Securities Asset Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$909K Buy
32,015
+9,455
+42% +$263K 0.11% 196
2025
Q2
$606K Buy
22,560
+6,830
+43% +$169K 0.08% 239
2025
Q1
$376K Buy
+15,730
New +$398K 0.05% 308

Other funds holding CGMM

Moloney Securities Asset Management's CGMM Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 42% in Q3 2025, buying an estimated $263K and bringing the position to 32,015 shares worth $909K. The position accounts for 0.11% of the portfolio, ranked #196.

Moloney Securities Asset Management first reported a position in CGMM in Q1 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold CGMM as of Q3 2025.

  • Moloney Securities Asset Management held 32,015 shares of Capital Group U.S. Small and Mid Cap ETF worth $909K as of Q3 2025.
  • Moloney Securities Asset Management bought 9,455 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2025, an estimated $263K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.11% of Moloney Securities Asset Management's portfolio in Q3 2025, its #196 holding.
  • Moloney Securities Asset Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.