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

Owen LaRue’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	$785K	Sell	23,801 -1,000	-4%	-$31.5K	0.27%	75
2026 Q1	$728K	Sell	24,801 -3,750	-13%	-$114K	0.28%	73
2025 Q4	$823K	Sell	28,551 -10,349	-27%	-$294K	0.31%	65
2025 Q3	$1.1M	Buy	+38,900	New	+$1.08M	0.43%	51

Other funds holding CGMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Owen LaRue's CGMM Position: Q2 2026 in Review

Owen LaRue reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 4% in Q2 2026, selling an estimated $31.5K and leaving 23,801 shares worth $785K. The position accounts for 0.27% of the portfolio, ranked #75.

Owen LaRue first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q3 2025. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Owen LaRue held 23,801 shares of Capital Group U.S. Small and Mid Cap ETF worth $785K as of Q2 2026.
Owen LaRue sold 1,000 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $31.5K.
Capital Group U.S. Small and Mid Cap ETF made up 0.27% of Owen LaRue's portfolio in Q2 2026, its #75 holding.
Owen LaRue first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
Owen LaRue's Capital Group U.S. Small and Mid Cap ETF position peaked at $1.1M in Q3 2025.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.