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

Wise Wealth Partners’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	$1.83M	Sell	59,036 -1,352	-2%	-$43.8K	3.35%	10
2026 Q2	$1.99M	Buy	60,388 +699	+1%	+$22K	3.38%	10
2026 Q1	$1.75M	Buy	59,689 +2,295	+4%	+$69.6K	2.37%	9
2025 Q4	$1.66M	Buy	57,394 +5,533	+11%	+$157K	2.38%	8
2025 Q3	$1.47M	Sell	51,861 -8,044	-13%	-$224K	2.25%	7
2025 Q2	$1.61M	Buy	+59,905	New	+$1.48M	2.69%	7

Other funds holding CGMM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Wise Wealth Partners's CGMM Position: Q3 2026 in Review

Wise Wealth Partners reduced its Capital Group U.S. Small and Mid Cap ETF (CGMM) stake by 2.2% in Q3 2026, selling an estimated $43.8K and leaving 59,036 shares worth $1.83M. The position accounts for 3.35% of the portfolio, ranked #10.

Wise Wealth Partners first reported a position in CGMM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.99M in Q2 2026. 19 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

Wise Wealth Partners held 59,036 shares of Capital Group U.S. Small and Mid Cap ETF worth $1.83M as of Q3 2026.
Wise Wealth Partners sold 1,352 Capital Group U.S. Small and Mid Cap ETF shares in Q3 2026, an estimated $43.8K.
Capital Group U.S. Small and Mid Cap ETF made up 3.35% of Wise Wealth Partners's portfolio in Q3 2026, its #10 holding.
Wise Wealth Partners first reported a position in Capital Group U.S. Small and Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Wise Wealth Partners's Capital Group U.S. Small and Mid Cap ETF position peaked at $1.99M in Q2 2026.
19 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.