LWM
CGUI icon

Lodestone Wealth Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Lodestone Wealth Management’s Portfolio CGUI Stock Details CGUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Buy
+8,509
New +$215K 0.07% 178

Other funds holding CGUI

WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lodestone Wealth Management's CGUI Position: Q3 2026 in Review

Lodestone Wealth Management opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q3 2026: 8,509 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #178 among its holdings.

8 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • Lodestone Wealth Management held 8,509 shares of Capital Group Ultra Short Income ETF worth $214K as of Q3 2026.
  • Capital Group Ultra Short Income ETF was a new Lodestone Wealth Management position in Q3 2026.
  • Capital Group Ultra Short Income ETF made up 0.07% of Lodestone Wealth Management's portfolio in Q3 2026, its #178 holding.
  • 8 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.