Lodestone Wealth Management LLC Capital Grp Core Plus Income E Transaction History

Lodestone Wealth Management LLC

  • $222 Billion
  • Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 82,259 shares of CGMS stock, worth $0. This represents 1.03% of its overall portfolio holdings.

Number of Shares
82,259
Previous 75,342 9.18%
Holding current value
$0
Previous $2.06 Billion 10.98%
% of portfolio
1.03%
Previous 1.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
N/A
6,917 Added 9.18%
82,259 $2.28 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
2,408 Added 3.3%
75,342 $2.06 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
9,341 Added 14.69%
72,934 $1.99 Billion
Q3 2024

Oct 29, 2024
BUY
N/A
22,626 Added 55.23%
63,593 $1.77 Billion
Q2 2024

Jul 16, 2024
BUY
N/A
467 Added 1.15%
40,967 $1.1 Billion
Q1 2024

Apr 30, 2024
BUY
N/A
29,408 Added 265.13%
40,500 $1.1 Billion
Q4 2023

Jan 24, 2024
BUY
N/A
595 Added 5.67%
11,092 $299 Million
Q3 2023

Oct 20, 2023
BUY
N/A
219 Added 2.13%
10,497 $268 Million
Q2 2023

Jul 25, 2023
BUY
N/A
1,224 Added 13.52%
10,278 $268 Million
Q1 2023

May 15, 2023
BUY
N/A
9,054 New
9,054 $238 Million

Others Institutions Holding CGMS

# of Institutions
278
Shares Held
89.5M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GRP CORE PLUS INCOME E

CGMS Quotes by TradingView
  • Ticker CGMS
More about CGMS
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