Northwest Financial Advisors
Position in CGUS — Capital Group Core Equity ETF
CIK 2010635
HERNDON, VA
Position in CGUS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$270,515
+$209,977 QoQ
Shares Held
7,041
+298.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,515 | 7,041 | Shares | Sole | 2026-04-24 | |
| 2024-09-30 | $60,538 | 1,766 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||