Lodestone Wealth Management LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1950158
SPOKANE, WA
Position in CGUS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,451,695
+$6,234 QoQ
Shares Held
63,813
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,451,695 | 63,813 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,445,461 | 60,787 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,455,710 | 62,107 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,236,406 | 60,558 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,016,257 | 60,367 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,138,240 | 61,145 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,095,604 | 61,132 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,437,189 | 44,564 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,305,167 | 41,886 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,094,587 | 38,678 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $923,520 | 36,779 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $606,767 | 23,628 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||