OP
CGMM

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

ORG Partners’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
2025
Q4 		$1.15M Buy
39,711
+23,347
+143% +$664K 0.2% 109
2025
Q3 		$537K Buy
16,364
+6,175
+61% +$172K 0.1% 184
2025
Q2 		$276K Buy
10,189
+9,319
+1,071% +$230K 0.06% 263
2025
Q1 		$20.9K Buy
+870
New +$22K 0.01% 676

Other funds holding CGMM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

ORG Partners's CGMM Position: Q4 2025 in Review

ORG Partners increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 143% in Q4 2025, buying an estimated $664K and bringing the position to 39,711 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #109.

ORG Partners first reported a position in CGMM in Q1 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold CGMM as of Q4 2025.

  • ORG Partners held 39,711 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.15M as of Q4 2025.
  • ORG Partners bought 23,347 Capital Group U.S. Small and Mid Cap ETF shares in Q4 2025, an estimated $664K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.2% of ORG Partners's portfolio in Q4 2025, its #109 holding.
  • ORG Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.