Vision Retirement’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

Vision Retirement’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	$22.8K	Buy	+692	New	+$21.8K	0.01%	329

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

Vision Retirement's CGMM Position: Q2 2026 in Review

Vision Retirement opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q2 2026: 692 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

217 funds tracked by Wall St. Rank hold CGMM as of Q2 2026.

Vision Retirement held 692 shares of Capital Group U.S. Small and Mid Cap ETF worth $22.8K as of Q2 2026.
Capital Group U.S. Small and Mid Cap ETF was a new Vision Retirement position in Q2 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #329 holding.
217 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.