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Capstone Wealth Management Group, LLC

SEC CIK
0001923052
Latest filing
Jul 30, 2026

UGI holding history

Ugi Corp in every 13F filed by Capstone Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UGI overviewAll 13F holders of UGIFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of UGI by Capstone Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−5,500−100.0%Sold outHolders
Q2 20255,500$200.3K0.2%+5,500NewHolders