Summit Wealth Group (Colorado)
CGMM icon

Summit Wealth Group (Colorado)’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Summit Wealth Group (Colorado)’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
Q3 		$496K Sell
16,007
-793
-5% -$25.7K 0.03% 263
2026
Q2 		$554K Sell
16,800
-99
-0.6% -$3.12K 0.05% 205
2026
Q1 		$496K Buy
16,899
+872
+5% +$26.4K 0.05% 184
2025
Q4 		$462K Buy
+16,027
New +$456K 0.06% 154
2025
Q3 		– Sell
-7,994
Closed -$215K – 645
2025
Q2 		$215K Buy
+7,994
New +$197K 0.05% 226

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Summit Wealth Group (Colorado)'s CGMM Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 4.7% in Q3 2026, selling an estimated $25.7K and leaving 16,007 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #263.

Summit Wealth Group (Colorado) first reported a position in CGMM in Q2 2025 and has held it in 5 quarters since. The position peaked at $554K in Q2 2026. 166 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

  • Summit Wealth Group (Colorado) held 16,007 shares of Capital Group U.S. Small and Mid Cap ETF worth $496K as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 793 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $25.7K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #263 holding.
  • Summit Wealth Group (Colorado) 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.
  • Summit Wealth Group (Colorado)'s Capital Group U.S. Small and Mid Cap ETF position peaked at $554K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.