Lodestone Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Lodestone Wealth Management’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.24M	Buy
2025 Q1	$2.02M	Sell
2024 Q4	$2.14M	Buy
2024 Q3	$2.1M	Buy
2024 Q2	$1.44M	Buy
2024 Q1	$1.31M	Buy
2023 Q4	$1.09M	Buy
2023 Q3	$924K	Buy
2023 Q2	$607K	Buy