James T. Borello RIA’s Capital Group U.S. Small and Mid Cap ETF CGMM Stock Holding History

James T. Borello RIA’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	$134K	Buy	+4,341	New	+$141K	0.03%	144

Other funds holding CGMM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's CGMM Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Capital Group U.S. Small and Mid Cap ETF (CGMM) in Q3 2026: 4,341 shares worth $134K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

85 funds tracked by Wall St. Rank hold CGMM as of Q3 2026.

James T. Borello RIA held 4,341 shares of Capital Group U.S. Small and Mid Cap ETF worth $134K as of Q3 2026.
Capital Group U.S. Small and Mid Cap ETF was a new James T. Borello RIA position in Q3 2026.
Capital Group U.S. Small and Mid Cap ETF made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #144 holding.
85 funds tracked by Wall St. Rank held Capital Group U.S. Small and Mid Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.