Lodestone Wealth Management LLC Capital Group Core Plus Income Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 12,644 shares of CGMU stock, worth $0. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,644
Previous 12,536 0.86%
Holding current value
$0
Previous $342 Million 1.19%
% of portfolio
0.14%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
N/A
108 Added 0.86%
12,644 $346 Million
Q3 2025

Oct 24, 2025
BUY
N/A
1,106 Added 9.68%
12,536 $342 Million
Q1 2025

Apr 28, 2025
SELL
N/A
-407 Reduced 3.44%
11,430 $307 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-322 Reduced 2.65%
11,837 $319 Million
Q3 2024

Oct 29, 2024
BUY
N/A
1,507 Added 14.15%
12,159 $334 Million
Q2 2024

Jul 16, 2024
SELL
N/A
-1,607 Reduced 13.11%
10,652 $286 Million
Q1 2024

Apr 30, 2024
BUY
N/A
12,259 New
12,259 $331 Million

Others Institutions Holding CGMU

# of Institutions
264
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE PLUS INCOME

CGMU Quotes by TradingView
  • Ticker CGMU
More about CGMU
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