Lodestone Wealth Management LLC Capital Group Global Growth Eq Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Global Growth Eq stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 25,218 shares of CGGO stock, worth $861,951. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,218
Previous 23,992
5.11%
Holding current value
$861,951
Previous $820 Million
6.58%
% of portfolio
0.36%
Previous 0.37%
Shares
8 transactions
Others Institutions Holding CGGO
# of Institutions
376Shares Held
177MCall Options Held
0Put Options Held
0-
Capital Group Private Client Services, Inc. Los Angeles, CA20.3MShares$693 Million13.46% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$448 Million0.14% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12MShares$410 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO11MShares$377 Million0.26% of portfolio
-
Envestnet Asset Management Inc9.21MShares$315 Million0.1% of portfolio