SWM
CGMM

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

SilverOak 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 		$338K Buy
+10,253
New +$323K 0.04% 97

Other funds holding CGMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SilverOak Wealth Management opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 10,253 shares worth $338K. The stake represents 0.04% of the portfolio and ranks #97 among its holdings.

226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • SilverOak Wealth Management held 10,253 shares of Capital Group U.S. Small and Mid Cap ETF worth $338K as of Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF was a new SilverOak Wealth Management position in Q2 2026.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #97 holding.
  • 226 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.