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Capital Grp Fixed Incm Etf T shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T 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 Grp Fixed Incm Etf T by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 2.0k 26.34
2023-09-30 $1.6M 63k 25.04

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Capital Group Private Client Services
Cetera Investment Advisers
Wells Fargo & Company
Advisor Group Holdings
Mml Investors Services
Jones Financial Companies, L.L
Raymond James Financial
Commonwealth Equity Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors
Integrated Wealthcare

View all funds holding Capital Grp Fixed Incm Etf T