Tempus Wealth Planning’s Capital Group Growth ETF CGGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	36,488 +430	+1%	+$19.4K	0.34%	82
2026 Q1	$1.45M	Sell	36,058 -341	-0.9%	-$14.7K	0.33%	83
2025 Q4	$1.62M	Sell	36,399 -5,040	-12%	-$223K	0.37%	71
2025 Q3	$1.82M	Sell	41,439 -13,204	-24%	-$557K	0.42%	58
2025 Q2	$2.22M	Sell	54,643 -66	-0.1%	-$2.41K	0.55%	46
2025 Q1	$1.87M	Buy	54,709 +5,974	+12%	+$224K	0.56%	44
2024 Q4	$1.81M	Buy	48,735 +2,701	+6%	+$99.2K	0.55%	46
2024 Q3	$1.6M	Buy	46,034 +6,155	+15%	+$204K	0.59%	43
2024 Q2	$1.31M	Buy	39,879 +5,198	+15%	+$165K	0.55%	49
2024 Q1	$1.11M	Buy	+34,681	New	+$1.04M	0.49%	53

Other funds holding CGGR

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

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

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Tempus Wealth Planning increased its Capital Group Growth ETF (CGGR) stake by 1.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 36,488 shares worth $1.72M. The position accounts for 0.34% of the portfolio, ranked #82.

Tempus Wealth Planning first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.22M in Q2 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Tempus Wealth Planning held 36,488 shares of Capital Group Growth ETF worth $1.72M as of Q2 2026.
Tempus Wealth Planning bought 430 Capital Group Growth ETF shares in Q2 2026, an estimated $19.4K.
Capital Group Growth ETF made up 0.34% of Tempus Wealth Planning's portfolio in Q2 2026, its #82 holding.
Tempus Wealth Planning first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
Tempus Wealth Planning's Capital Group Growth ETF position peaked at $2.22M in Q2 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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