Asset Planning Inc
TEM icon

Asset Planning Inc’s Tempus AI TEM Stock Holding History

Asset Planning Inc’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Hold
200
– – 0.01% 220
2026
Q2 		$11.6K Buy
200
+100
+100% +$5.01K 0.01% 246
2026
Q1 		$4.52K Hold
100
– – ﹤0.01% 261
2025
Q4 		$5.9K Hold
100
– – ﹤0.01% 249
2025
Q3 		$8.07K Hold
100
– – 0.01% 242
2025
Q2 		$6.35K Hold
100
– – ﹤0.01% 245
2025
Q1 		$4.82K Buy
+100
New +$5.4K ﹤0.01% 263

Other funds holding TEM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Fagan Associates
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Asset Planning Inc's TEM Position: Q3 2026 in Review

Asset Planning Inc held its Tempus AI (TEM) position steady in Q3 2026 at 200 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #220.

Asset Planning Inc first reported a position in TEM in Q1 2025 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold TEM as of Q3 2026.

  • Asset Planning Inc held 200 shares of Tempus AI worth $16.4K as of Q3 2026.
  • Asset Planning Inc left its Tempus AI share count unchanged in Q3 2026.
  • Tempus AI made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #220 holding.
  • Asset Planning Inc first reported a position in Tempus AI in Q1 2025 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Tempus AI as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.