StoneCrest Wealth Management, Inc. CGMM Holdings History
StoneCrest Wealth Management, Inc.'s Capital Group U.S. Small and Mid Cap ETF Holding Summary
As of 2025-06-30, StoneCrest Wealth Management, Inc. held 118,935.00 shares of Capital Group U.S. Small and Mid Cap ETF(CGMM), totaling $3.20 Mil. This investment constitutes 1.52% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 1.03% of the outstanding Capital Group U.S. Small and Mid Cap ETF(CGMM) stock.
The initial trade took place in 2025Q2. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of CGMM, at an average price of $24.67, for a total of 118,935.00 shares. Based on historical transaction data and CGMM's current price of $27.57, StoneCrest Wealth Management, Inc.'s estimated gain on his CGMM holdings is $344,911.50, reflecting a 11.76% gain to date.
StoneCrest Wealth Management, Inc. CGMM ($27.57) Holding Chart
StoneCrest Wealth Management, Inc. CGMM ($27.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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