SWM
CGMM

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

StoneCrest 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 		$4.61M Buy
139,716
+24
+0% +$756 1.47% 27
2026
Q1 		$4.1M Buy
139,692
+2,540
+2% +$77K 1.74% 24
2025
Q4 		$3.96M Buy
137,152
+13,779
+11% +$392K 1.6% 27
2025
Q3 		$3.5M Buy
123,373
+4,438
+4% +$124K 1.53% 28
2025
Q2 		$3.2M Buy
+118,935
New +$2.94M 1.52% 29

Other funds holding CGMM

KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return