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

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

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

StoneCrest Wealth Management increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.02% in Q2 2026, buying an estimated $756 and bringing the position to 139,716 shares worth $4.61M. The position accounts for 1.47% of the portfolio, ranked #27.

StoneCrest Wealth Management first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

StoneCrest Wealth Management held 139,716 shares of Capital Group U.S. Small and Mid Cap ETF worth $4.61M as of Q2 2026.
StoneCrest Wealth Management bought 24 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $756.
Capital Group U.S. Small and Mid Cap ETF made up 1.47% of StoneCrest Wealth Management's portfolio in Q2 2026, its #27 holding.
StoneCrest Wealth Management first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 5 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 StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.