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 18,871 shares of CGGO stock, worth $560,846. This represents 0.28% of its overall portfolio holdings.

Number of Shares
18,871
Previous 15,797 19.46%
Holding current value
$560,846
Previous $465 Million 22.34%
% of portfolio
0.28%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$27.25 - $30.52 $83,766 - $93,818
3,074 Added 19.46%
18,871 $569 Million
Q2 2024

Jul 16, 2024

SELL
$27.26 - $30.04 $14,175 - $15,620
-520 Reduced 3.19%
15,797 $465 Million
Q1 2024

Apr 30, 2024

BUY
$25.15 - $28.93 $72,155 - $83,000
2,869 Added 21.33%
16,317 $470 Million
Q4 2023

Jan 24, 2024

BUY
$22.13 - $25.85 $297,604 - $347,630
13,448 New
13,448 $346 Million

Others Institutions Holding CGGO

About CAPITAL GROUP GLOBAL GROWTH EQ


  • Ticker CGGO
  • Sector ETFs
  • Industry ETFs
More about CGGO
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.