Capital Group U S Multi Sec Etf shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group U S Multi Sec Etf
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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 82k | 27.75 |
| 2025-06-30 | $2.1M | 76k | 27.62 |
| 2025-03-31 | $2.1M | 75k | 27.30 |
| 2024-12-31 | $2.0M | 73k | 27.28 |
| 2024-09-30 | $1.8M | 64k | 27.84 |
| 2024-06-30 | $1.1M | 41k | 26.92 |
| 2024-03-31 | $1.1M | 41k | 27.04 |
| 2023-12-31 | $299k | 11k | 26.99 |
| 2023-09-30 | $268k | 11k | 25.53 |
| 2023-06-30 | $268k | 10k | 26.05 |
| 2023-03-31 | $238k | 9.1k | 26.33 |
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