Natixis Advisors
CGMM

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

Natixis Advisors’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
Q1 		$7.87M Buy
267,919
+180,646
+207% +$5.48M 0.01% 726
2025
Q4 		$2.52M Buy
87,273
+66,296
+316% +$1.89M ﹤0.01% 985
2025
Q3 		$596K Buy
+20,977
New +$585K ﹤0.01% 1445

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Pathstone Holdings
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Jones Financial Companies
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MFG
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Commonwealth Equity Services
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CAPTRUST Financial Advisors
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