SEC 13F Intelligence

Wise Wealth Partners / CGMM

Wise Wealth Partners’s Capital Group Equity Etf Tr Position

Does Wise Wealth Partners own Capital Group Equity Etf Tr (CGMM)? Yes — 59.7K shares worth $2M (+2.37% of its 13F portfolio) as of Q1 2026, up from 57.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
59.7K
% of Portfolio
+2.37%
Quarters Held
4
currently held

Position History CGMM

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202659.7K$2M+2.37%
Q4 202557.4K$2M+2.38%
Q3 202551.9K$1M+2.25%
Q2 202559.9K$2M+2.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wise Wealth Partners’s full portfolio or all institutional holders of CGMM.