Beta Wealth Group, Inc.'s ownership history for CGSM

Beta Wealth Group, Inc. currently holds 75.2K shares with a market value of $2.0M. It started holding CGSM on 2024-09-30. At its peak, it held 231.5K shares on 2025-03-31. Its highest holding value was $6.1M on 2024-09-30. At its lowest, it held 75.2K shares on 2025-09-30, with a value of $2.0M on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 156.3K.