Lodestone Wealth Management LLC Capital Group Core Equity ETF Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 61,145 shares of CGUS stock, worth $2.21 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

61,145

Previous 61,132 0.02%

Holding current value

$2.21 Million

Previous $2.1 Billion 2.04%

% of portfolio

1.07%

Previous 1.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$33.96 - $36.24 $441 - $471	13 Added 0.02%	61,145 $2.14 Billion
Q3 2024 Oct 29, 2024	BUY	$31.19 - $34.33 $516,755 - $568,779	16,568 Added 37.18%	61,132 $2.1 Billion
Q2 2024 Jul 16, 2024	BUY	$29.72 - $32.45 $79,590 - $86,901	2,678 Added 6.39%	44,564 $1.44 Billion
Q1 2024 Apr 30, 2024	BUY	$27.81 - $31.24 $89,214 - $100,217	3,208 Added 8.29%	41,886 $1.31 Billion
Q4 2023 Jan 24, 2024	BUY	$24.27 - $28.43 $46,088 - $53,988	1,899 Added 5.16%	38,678 $1.09 Billion
Q3 2023 Oct 20, 2023	BUY	$25.04 - $26.55 $329,301 - $349,159	13,151 Added 55.66%	36,779 $924 Million
Q2 2023 Jul 25, 2023	BUY	$23.59 - $25.68 $557,384 - $606,767	23,628 New	23,628 $607 Million

Others Institutions Holding CGUS

# of Institutions

289

Shares Held

77.3M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Lodestone Wealth Management LLC Capital Group Core Equity ETF Transaction History