Back to STT-PG

Capstone Wealth Management Group, Inc. → STT-PG

Capstone Wealth Management Group, Inc. STT-PG Position History

State Street Corporation • Banking

Quarters held
27
Latest value
$323K
Q3 2026
Peak value
$9M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$263K
Q2 2026$820K
Q2 2026$1.3M
Q2 2026$4.8M
Q2 2026$8.2M
Q2 2026$3.4M
Q2 2026$657K
Q2 2026$3.1M
Q2 2026$4.6M
Q2 2026$346K
Q2 2026$8.8M
Q2 2026$843K
Q2 2026$214K
Q3 2026$268K
Q3 2026$257K
Q3 2026$799K
Q3 2026$1.3M
Q3 2026$5.5M
Q3 2026$8M
Q3 2026$3.7M
Q3 2026$549K
Q3 2026$3.6M
Q3 2026$4.6M
Q3 2026$313K
Q3 2026$9M
Q3 2026$848K
Q3 2026$323K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$323K8.2K——
Q3 2026$848K7.6K——
Q3 2026$9M45.9K——
Q3 2026$313K1.9K——
Q3 2026$4.6M86.4K——
Q3 2026$3.6M58.4K——
Q3 2026$549K5.0K——
Q3 2026$3.7M22.1K——
Q3 2026$8M86.9K——
Q3 2026$5.5M55.2K——
Q3 2026$1.3M32.7K——
Q3 2026$799K5.5K——
Q3 2026$257K8.0K——
Q3 2026$268K6.6K——
Q2 2026$214K4.7K——
Q2 2026$843K7.9K——
Q2 2026$8.8M46.2K——
Q2 2026$346K1.9K——
Q2 2026$4.6M86.3K——
Q2 2026$3.1M58.9K——
Q2 2026$657K5.6K——
Q2 2026$3.4M21.1K——
Q2 2026$8.2M89.2K——
Q2 2026$4.8M47.8K——
Q2 2026$1.3M32.9K——
Q2 2026$820K5.4K——
Q2 2026$263K7.9K——

Other funds holding STT-PG

Other Capstone Wealth Management Group, Inc. positions

AAPL

APPLE INC

$12.1M
AAPL

APPLE INC

$10.7M
XOM

EXXONMOBIL HOLDINGS CORP

$7.4M
XOM

EXXON MOBIL CORP

$6.2M
LRCX

LAM RESEARCH CORP

$5.7M
ETHA

ISHARES TR

$5.2M
NVDA

NVIDIA CORPORATION

$5.1M
NVDA

NVIDIA CORPORATION

$4.5M