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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

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf 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 U S Multi Sec Etf by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Lodestone Wealth Management

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

View all positions for Lodestone Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
TrueWealth Advisors
Lincoln National
Raymond James Financial Services Advisors
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada
Raymond James & Associates
ValMark Advisers
Bouvel Investment Partners
Souders Financial Advisors
Atria Wealth Solutions

View all funds holding Capital Group U S Multi Sec Etf