TWP
CGMM

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

Tempus Wealth Planning’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 		$875K Buy
26,553
+264
+1% +$8.31K 0.17% 140
2026
Q1 		$772K Buy
26,289
+189
+0.7% +$5.73K 0.18% 144
2025
Q4 		$753K Buy
26,100
+2,578
+11% +$73.3K 0.17% 142
2025
Q3 		$668K Buy
+23,522
New +$655K 0.15% 150

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

Tempus Wealth Planning's CGMM Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 1% in Q2 2026, buying an estimated $8.31K and bringing the position to 26,553 shares worth $875K. The position accounts for 0.17% of the portfolio, ranked #140.

Tempus Wealth Planning first reported a position in CGMM in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

  • Tempus Wealth Planning held 26,553 shares of Capital Group U.S. Small and Mid Cap ETF worth $875K as of Q2 2026.
  • Tempus Wealth Planning bought 264 Capital Group U.S. Small and Mid Cap ETF shares in Q2 2026, an estimated $8.31K.
  • Capital Group U.S. Small and Mid Cap ETF made up 0.17% of Tempus Wealth Planning's portfolio in Q2 2026, its #140 holding.
  • Tempus Wealth Planning first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q3 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 Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.