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

Beta Wealth Group, Inc. currently holds 63.2K shares with a market value of $1.7M. 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 63.2K shares on 2025-12-31, with a value of $1.7M on 2025-12-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 25.3K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 167.4K.