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
2026 Q2	$1.08M	Sell	32,732 -93	-0.3%	-$2.93K	0.31%	85
2026 Q1	$964K	Sell	32,825 -1,496	-4%	-$45.4K	0.31%	84
2025 Q4	$990K	Buy	34,321 +499	+1%	+$14.2K	0.32%	80
2025 Q3	$960K	Sell	33,822 -796	-2%	-$22.2K	0.32%	81
2025 Q2	$951K	Buy	34,618 +2,095	+6%	+$51.7K	0.34%	75
2025 Q1	$682K	Buy	+32,523	New	+$822K	0.32%	82

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

Pines Wealth Management's CGMM Position: Q2 2026 in Review

Pines Wealth Management reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.28% in Q2 2026, selling an estimated $2.93K and leaving 32,732 shares worth $1.08M. The position accounts for 0.31% of the portfolio, ranked #85.

Pines Wealth Management first reported a position in CGMM in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Pines Wealth Management held 32,732 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.08M as of Q2 2026.
Pines Wealth Management sold 93 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $2.93K.
Capital Group U.S. Small and Mid Cap ETF made up 0.31% of Pines Wealth Management's portfolio in Q2 2026, its #85 holding.
Pines Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.