Lodestone Wealth Management LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 1950158
SPOKANE, WA
Position in CGGO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,047,317
+$173,514 QoQ
Shares Held
31,385
+24.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGGO Over Time
Shares Held
Position Value (USD)
All Filings in CGGO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,047,317 | 31,385 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $873,803 | 25,218 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $819,806 | 23,992 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $726,742 | 22,732 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $577,422 | 20,382 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $588,987 | 20,157 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $568,960 | 18,871 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $465,063 | 15,797 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $469,929 | 16,317 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $346,017 | 13,448 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||