Tempus Wealth Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History

Tempus Wealth Planning’s Portfolio CGBL Stock Details CGBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.69M	Buy	176,327 +2,331	+1%	+$86.1K	1.31%	16
2026 Q1	$5.99M	Buy	173,996 +6,077	+4%	+$218K	1.38%	15
2025 Q4	$5.93M	Buy	167,919 +12,008	+8%	+$420K	1.36%	16
2025 Q3	$5.41M	Buy	155,911 +21,262	+16%	+$724K	1.24%	17
2025 Q2	$4.5M	Buy	134,649 +3,295	+3%	+$104K	1.12%	21
2025 Q1	$4.07M	Buy	131,354 +19,200	+17%	+$609K	1.22%	19
2024 Q4	$3.51M	Buy	112,154 +20,963	+23%	+$662K	1.07%	22
2024 Q3	$2.83M	Buy	91,191 +22,120	+32%	+$670K	1.04%	22
2024 Q2	$2.05M	Buy	69,071 +32,543	+89%	+$945K	0.86%	27
2024 Q1	$1.06M	Buy	+36,528	New	+$1.03M	0.47%	58

Other funds holding CGBL

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

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

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

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

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

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

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tempus Wealth Planning's CGBL Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group Core Balanced ETF (CGBL) stake by 1.3% in Q2 2026, buying an estimated $86.1K and bringing the position to 176,327 shares worth $6.69M. The position accounts for 1.31% of the portfolio, ranked #16.

Tempus Wealth Planning first reported a position in CGBL in Q1 2024 and has held it in 10 quarters since. 360 funds tracked by Wall St. Rank hold CGBL as of Q2 2026.

Tempus Wealth Planning held 176,327 shares of Capital Group Core Balanced ETF worth $6.69M as of Q2 2026.
Tempus Wealth Planning bought 2,331 Capital Group Core Balanced ETF shares in Q2 2026, an estimated $86.1K.
Capital Group Core Balanced ETF made up 1.31% of Tempus Wealth Planning's portfolio in Q2 2026, its #16 holding.
Tempus Wealth Planning first reported a position in Capital Group Core Balanced ETF in Q1 2024 and has held it in 10 quarters since.
360 funds tracked by Wall St. Rank held Capital Group Core Balanced ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.