PWM
CGMM

Pines Wealth Management’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Pines Wealth Management’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
Q2 		$951K Buy
2025
Q1 		$682K Buy