Lodestone Wealth Management LLC Capital Grp Core Plus Income E Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 185,030 shares of CGSD stock, worth $0. This represents 2.16% of its overall portfolio holdings.

Number of Shares
185,030
Previous 173,060 6.92%
Holding current value
$0
Previous $4.47 Billion 7.62%
% of portfolio
2.16%
Previous 2.38%

Shares

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

Oct 24, 2025
BUY
N/A
11,970 Added 6.92%
185,030 $4.81 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
1,245 Added 0.72%
173,060 $4.47 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
3,674 Added 2.19%
171,815 $4.41 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
69,879 Added 71.11%
168,141 $4.36 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
2,561 Added 2.68%
98,262 $2.5 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
225 Added 0.24%
95,701 $2.43 Billion
Q4 2023

Jan 24, 2024
BUY
N/A
95,476 New
95,476 $2.43 Billion
Q2 2023

Jul 25, 2023
BUY
N/A
32,918 Added 224.28%
47,595 $1.19 Billion
Q1 2023

May 15, 2023
BUY
N/A
14,677 New
14,677 $375 Million

Others Institutions Holding CGSD

# of Institutions
158
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGSD Quotes by TradingView
  • Ticker CGSD
More about CGSD
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