Lodestone Wealth Management LLC Capital Group Core Plus Income Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 241,069 shares of CGCP stock, worth $5.46 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
241,069
Previous 223,863 7.69%
Holding current value
$5.46 Million
Previous $5.03 Billion 8.98%
% of portfolio
2.46%
Previous 2.67%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$22.27 - $22.95 $383,177 - $394,877
17,206 Added 7.69%
241,069 $5.48 Billion
Q1 2025

Apr 28, 2025
BUY
$21.94 - $22.64 $119,265 - $123,071
5,436 Added 2.49%
223,863 $5.03 Billion
Q4 2024

Jan 30, 2025
BUY
$22.13 - $23.17 $112,553 - $117,842
5,086 Added 2.38%
218,427 $4.85 Billion
Q3 2024

Oct 29, 2024
BUY
$22.12 - $23.31 $1.41 Million - $1.49 Million
63,771 Added 42.64%
213,341 $4.93 Billion
Q2 2024

Jul 16, 2024
BUY
$21.83 - $22.48 $11,722 - $12,071
537 Added 0.36%
149,570 $3.32 Billion
Q1 2024

Apr 30, 2024
BUY
$22.27 - $22.91 $757,892 - $779,673
34,032 Added 29.59%
149,033 $3.35 Billion
Q4 2023

Jan 24, 2024
BUY
$21.01 - $22.93 $1.9 Million - $2.07 Million
90,363 Added 366.76%
115,001 $2.61 Billion
Q3 2023

Oct 20, 2023
BUY
$21.5 - $22.5 $52,761 - $55,215
2,454 Added 11.06%
24,638 $530 Million
Q2 2023

Jul 25, 2023
BUY
$22.26 - $22.95 $76,975 - $79,361
3,458 Added 18.47%
22,184 $494 Million
Q1 2023

May 15, 2023
BUY
$22.02 - $23.09 $10,745 - $11,267
488 Added 2.68%
18,726 $427 Million
Q4 2022

Feb 09, 2023
BUY
$21.49 - $22.83 $391,934 - $416,373
18,238 New
18,238 $406 Million

Others Institutions Holding CGCP

# of Institutions
286
Shares Held
210M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGCP Quotes by TradingView
  • Ticker CGCP
  • Sector ETFs
  • Industry ETFs
More about CGCP
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