Lodestone Wealth Management LLC's ownership history for CGMU

Lodestone Wealth Management LLC currently holds 12.0K shares with a market value of $324.5K. It started holding CGMU on 2024-09-30. At its peak, it held 12.6K shares on 2025-12-31. Its highest holding value was $346.2K on 2025-12-31. At its lowest, it held 11.4K shares on 2025-06-30, with a value of $304.0K on 2025-06-30. In the recent 180 days, Lodestone Wealth Management LLC has decreased its shares by 583. In the recent year, Lodestone Wealth Management LLC has increased its shares by 523.