SWGC
CGMM

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
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

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

Summit Wealth Group (Colorado)'s CGMM Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 0.59% in Q2 2026, selling an estimated $3.12K and leaving 16,800 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #205.

Summit Wealth Group (Colorado) first reported a position in CGMM in Q2 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Summit Wealth Group (Colorado) held 16,800 shares of Capital Group U.S. Small and Mid Cap ETF worth $554K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 99 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $3.12K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.05% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #205 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 4 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 Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.