26,684 Shares in Capital Group U.S. Small and Mid Cap ETF $CGMM Acquired by Forge Financial Services LLC

Forge Financial Services LLC acquired a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 26,684 shares of the company’s stock, valued at approximately $770,000. Capital Group U.S. Small and Mid Cap ETF makes up 0.3% of Forge Financial Services LLC’s holdings, making the stock its 18th biggest holding. Forge Financial Services LLC owned about 0.06% of Capital Group U.S. Small and Mid Cap ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. LPL Financial LLC raised its position in Capital Group U.S. Small and Mid Cap ETF by 48.7% in the fourth quarter. LPL Financial LLC now owns 2,955,064 shares of the company’s stock valued at $85,224,000 after purchasing an additional 967,841 shares during the period. Merit Financial Group LLC raised its position in Capital Group U.S. Small and Mid Cap ETF by 3.4% in the fourth quarter. Merit Financial Group LLC now owns 1,360,431 shares of the company’s stock valued at $39,235,000 after purchasing an additional 44,397 shares during the period. Captrust Financial Advisors raised its position in Capital Group U.S. Small and Mid Cap ETF by 8.0% in the third quarter. Captrust Financial Advisors now owns 997,496 shares of the company’s stock valued at $28,319,000 after purchasing an additional 74,056 shares during the period. Assetmark Inc. raised its position in Capital Group U.S. Small and Mid Cap ETF by 40.5% in the fourth quarter. Assetmark Inc. now owns 751,163 shares of the company’s stock valued at $21,664,000 after purchasing an additional 216,525 shares during the period. Finally, Ergawealth Advisors Inc. raised its position in Capital Group U.S. Small and Mid Cap ETF by 125.1% in the fourth quarter. Ergawealth Advisors Inc. now owns 749,108 shares of the company’s stock valued at $21,604,000 after purchasing an additional 416,344 shares during the period.

Capital Group U.S. Small and Mid Cap ETF Stock Up 2.3%

NYSEARCA:CGMM opened at $31.75 on Friday. Capital Group U.S. Small and Mid Cap ETF has a 52 week low of $25.71 and a 52 week high of $32.38. The company has a market capitalization of $2.37 billion, a P/E ratio of 21.71 and a beta of 0.86. The stock’s fifty day moving average is $31.25 and its two-hundred day moving average is $30.38.

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

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.