Lodestone Wealth Management LLC
Position in CGCP — Capital Group Core Plus Income ETF
CIK 1950158
SPOKANE, WA
All Filings in CGCP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGCP | $8,231,798 | 368,478 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 CGCP | $6,981,655 | 308,377 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 CGCP | $5,477,087 | 241,069 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 CGCP | $4,954,522 | 220,201 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CGCP | $5,025,724 | 223,863 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 CGCP | $4,849,079 | 218,427 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 CGCP | $4,932,443 | 213,341 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 CGCP | $3,323,445 | 149,570 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 CGCP | $3,347,281 | 149,033 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 CGCP | $2,609,947 | 115,001 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 CGCP | $529,717 | 24,638 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 CGCP | $493,815 | 22,184 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 CGCP | $426,765 | 18,726 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 CGCP | $406,342 | 18,238 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||