118,935 Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM Bought by StoneCrest Wealth Management Inc.

Posted by Linda Flegge on Sep 24th, 2025

StoneCrest Wealth Management Inc. bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 118,935 shares of the company’s stock, valued at approximately $3,197,000. Capital Group U.S. Small and Mid Cap ETF makes up about 1.5% of StoneCrest Wealth Management Inc.’s holdings, making the stock its 29th biggest holding. StoneCrest Wealth Management Inc. owned about 0.88% of Capital Group U.S. Small and Mid Cap ETF as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. Pines Wealth Management LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the 1st quarter valued at about $777,000. NavPoint Financial Inc. purchased a new position in Capital Group U.S. Small and Mid Cap ETF in the first quarter valued at approximately $412,000. Wealth Enhancement Advisory Services LLC purchased a new position in Capital Group U.S. Small and Mid Cap ETF in the first quarter valued at approximately $1,482,000. Barrett & Company Inc. purchased a new position in shares of Capital Group U.S. Small and Mid Cap ETF during the first quarter worth approximately $122,000. Finally, Envestnet Portfolio Solutions Inc. acquired a new stake in Capital Group U.S. Small and Mid Cap ETF in the first quarter valued at $719,000.

Capital Group U.S. Small and Mid Cap ETF Stock Down 0.2%

NYSEARCA:CGMM opened at $28.51 on Wednesday. The stock has a fifty day simple moving average of $27.94 and a 200-day simple moving average of $25.91. Capital Group U.S. Small and Mid Cap ETF has a 52-week low of $20.57 and a 52-week high of $28.80. The company has a market capitalization of $436.20 million and a PE ratio of 21.71.

Capital Group U.S. Small and Mid Cap ETF Profile

(Free Report)

The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.