Lodestone Wealth Management LLC's ownership history for CGCV

Lodestone Wealth Management LLC currently holds 12.8K shares with a market value of $381.1K. It started holding CGCV on 2025-03-31. At its peak, it held 12.8K shares on 2025-12-31. Its highest holding value was $391.1K on 2025-12-31. At its lowest, it held 9.7K shares on 2025-03-31, with a value of $262.5K on 2025-03-31. In the recent 180 days, Lodestone Wealth Management LLC has increased its shares by 229. In the recent year, Lodestone Wealth Management LLC has increased its shares by 3.1K.