Capital Group Core Equity Et shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Capital Group Core Equity Et
Tip: Access up to 7 years of quarterly data
All positions including Capital Group Core Equity Et held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Capital Group Core Equity Et by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 61k | 34.28 |
| 2024-06-30 | $1.4M | 45k | 32.25 |
| 2024-03-31 | $1.3M | 42k | 31.16 |
| 2023-12-31 | $1.1M | 39k | 28.30 |
| 2023-09-30 | $924k | 37k | 25.11 |
| 2023-06-30 | $607k | 24k | 25.68 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management