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Capital Group Gbl Growth Eqt shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Capital Group Gbl Growth Eqt

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All positions including Capital Group Gbl Growth Eqt held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Gbl Growth Eqt by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $470k 16k 28.80
2023-12-31 $346k 13k 25.73

More positions owned by Lodestone Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
D.R. Horton (DHI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Occidental Petroleum Corporation (OXY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lodestone Wealth Management

Top funds holding Capital Group Gbl Growth Eqt

Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
UBS Group
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Envestnet Asset Management
Royal Bank of Canada
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Johnson Bixby & Associates
WNY Asset Management
Baird Financial

View all funds holding Capital Group Gbl Growth Eqt