Tempus Wealth Planning’s Capital Group Global Equity ETF CGGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Sell	45,268 -2,000	-4%	-$67K	0.31%	90
2026 Q1	$1.44M	Buy	47,268 +653	+1%	+$20.9K	0.33%	84
2025 Q4	$1.47M	Buy	46,615 +4,258	+10%	+$133K	0.34%	81
2025 Q3	$1.3M	Buy	+42,357	New	+$1.26M	0.3%	90

Other funds holding CGGE

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

CGPCS

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

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

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

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

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Tempus Wealth Planning reduced its Capital Group Global Equity ETF (CGGE) stake by 4.2% in Q2 2026, selling an estimated $67K and leaving 45,268 shares worth $1.6M. The position accounts for 0.31% of the portfolio, ranked #90.

Tempus Wealth Planning first reported a position in CGGE in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold CGGE as of Q2 2026.

Tempus Wealth Planning held 45,268 shares of Capital Group Global Equity ETF worth $1.6M as of Q2 2026.
Tempus Wealth Planning sold 2,000 Capital Group Global Equity ETF shares in Q2 2026, an estimated $67K.
Capital Group Global Equity ETF made up 0.31% of Tempus Wealth Planning's portfolio in Q2 2026, its #90 holding.
Tempus Wealth Planning first reported a position in Capital Group Global Equity ETF in Q3 2025 and has held it in 4 quarters since.
183 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q2 2026.

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