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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

Tip: Access up to 7 years of quarterly data

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
2024-09-30 $569k 19k 30.15
2024-06-30 $465k 16k 29.44
2024-03-31 $470k 16k 28.80
2023-12-31 $346k 13k 25.73

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Capital Group Gbl Growth Eqt

Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Raymond James & Associates
LPL Financial
Raymond James Financial Services Advisors
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Cambridge Investment Research Advisors
Mml Investors Services
Cetera Investment Advisers
Bank of America Corporation

View all funds holding Capital Group Gbl Growth Eqt