Lodestone Wealth Management LLC Capital Group Core Equity ETF Transaction History

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

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 60,367 shares of CGUS stock, worth $2.07 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

60,367

Previous 61,145 1.27%

Holding current value

$2.07 Million

Previous $2.14 Billion 5.7%

% of portfolio

1.07%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$33.08 - $36.62 $25,736 - $28,490	-778 Reduced 1.27%	60,367 $2.02 Billion
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

333

Shares Held

105M

Call Options Held

42.7K

Put Options Held

1.4K

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Capital Group Core Equity ETF Transaction History