Lodestone Wealth Management LLC's ownership history for CGUS

Lodestone Wealth Management LLC currently holds 60.8K shares with a market value of $2.4M. It started holding CGUS on 2024-09-30. At its peak, it held 62.1K shares on 2025-09-30. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 60.4K shares on 2025-03-31, with a value of $2.0M 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 decreased its shares by 358.