Lodestone Wealth Management LLC Capital Group Growth ETF Shs C Transaction History

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 25,235 shares of CGGR stock, worth $962,210. This represents 0.46% of its overall portfolio holdings.

Number of Shares

25,235

Previous 24,923 1.25%

Holding current value

$962,210

Previous $926 Million 6.7%

% of portfolio

0.46%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$33.98 - $39.84 $10,601 - $12,430	312 Added 1.25%	25,235 $864 Million
Q4 2024 Jan 30, 2025	SELL	$34.49 - $39.24 $7,104 - $8,083	-206 Reduced 0.82%	24,923 $926 Million
Q3 2024 Oct 29, 2024	BUY	$30.71 - $34.79 $175,446 - $198,755	5,713 Added 29.42%	25,129 $874 Million
Q2 2024 Jul 16, 2024	BUY	$30.03 - $33.13 $720 - $795	24 Added 0.12%	19,416 $639 Million
Q1 2024 Apr 30, 2024	BUY	$27.54 - $32.16 $22,224 - $25,953	807 Added 4.34%	19,392 $620 Million
Q4 2023 Jan 24, 2024	BUY	$23.4 - $28.47 $24,570 - $29,893	1,050 Added 5.99%	18,585 $525 Million
Q3 2023 Oct 20, 2023	BUY	$24.23 - $26.44 $108,186 - $118,054	4,465 Added 34.16%	17,535 $430 Million
Q2 2023 Jul 25, 2023	BUY	$21.86 - $25.23 $285,710 - $329,756	13,070 New	13,070 $330 Million

Others Institutions Holding CGGR

# of Institutions

468

Shares Held

221M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Capital Group Growth ETF Shs C Transaction History