CAPITAL GROUP GBL GROWTH EQT

Ticker: CGGO CUSIP: 14020X104 Class: ETF

Lodestone Wealth Management LLC's Holding History (CIK: 0001950158)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,218 Value ($000) $874 Avg Close — Range —
Q3 2025
Shares 23,992 Value ($000) $820 Avg Close — Range —
Q2 2025
Shares 22,732 Value ($000) $727 Avg Close — Range —
Q1 2025
Shares 20,382 Value ($000) $577 Avg Close — Range —
Q4 2024
Shares 20,157 Value ($000) $589 Avg Close — Range —
Q3 2024
Shares 18,871 Value ($000) $569 Avg Close — Range —
Q2 2024
Shares 15,797 Value ($000) $465 Avg Close — Range —
Q1 2024
Shares 16,317 Value ($000) $470 Avg Close — Range —
Q4 2023
Shares 13,448 Value ($000) $346 Avg Close — Range —