Northwest Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Northwest Capital Management’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,134	Closed	-$124K	–	115
2025 Q3	$124K	Hold	3,134	–	–	0.13%	88
2025 Q2	$116K	Hold	3,134	–	–	0.06%	123
2025 Q1	$105K	Hold	3,134	–	–	0.04%	153
2024 Q4	$110K	Hold	3,134	–	–	0.05%	145
2024 Q3	$107K	Hold	3,134	–	–	0.04%	151
2024 Q2	$101K	Hold	3,134	–	–	0.04%	152
2024 Q1	$97.7K	Hold	3,134	–	–	0.03%	176
2023 Q4	$88.7K	Buy	+3,134	New	+$82.6K	0.03%	179

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Northwest Capital Management's CGUS Position: Q4 2025 in Review

Northwest Capital Management sold out of Capital Group Core Equity ETF (CGUS) in Q4 2025, closing a stake of 3,134 shares — an estimated $124K sold.

Northwest Capital Management first reported a position in CGUS in Q4 2023 and held it in 8 quarters. The position peaked at $124K in Q3 2025. 396 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

Northwest Capital Management reported no remaining Capital Group Core Equity ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 3,134 Capital Group Core Equity ETF shares in Q4 2025, an estimated $124K.
Northwest Capital Management first reported a position in Capital Group Core Equity ETF in Q4 2023 and held it in 8 quarters.
Northwest Capital Management's Capital Group Core Equity ETF position peaked at $124K in Q3 2025.
396 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.