TWP
Tempus Wealth Planning’s Capital Group Core Balanced ETF CGBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.5M | Buy |
134,649
+3,295
| +3% | +$110K | 1.12% | 21 |
|
|
2025
Q1 | $4.07M | Buy |
131,354
+19,200
| +17% | +$595K | 1.22% | 19 |
|
|
2024
Q4 | $3.51M | Buy |
112,154
+20,963
| +23% | +$656K | 1.07% | 22 |
|
|
2024
Q3 | $2.83M | Buy |
91,191
+22,120
| +32% | +$687K | 1.04% | 22 |
|
|
2024
Q2 | $2.05M | Buy |
69,071
+32,543
| +89% | +$968K | 0.86% | 27 |
|
|
2024
Q1 | $1.06M | Buy |
+36,528
| New | +$1.06M | 0.47% | 58 |
|