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Tempus Wealth Planning’s Capital Group International Equity ETF CGIE Stock Holding History

Tempus Wealth Planning’s Portfolio CGIE Stock Details CGIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,866
Closed -$226K – 277
2025
Q2 		$226K Sell
6,866
-319
-4% -$9.92K 0.06% 243
2025
Q1 		$211K Buy
+7,185
New +$209K 0.06% 244

Other funds holding CGIE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tempus Wealth Planning's CGIE Position: Q3 2025 in Review

Tempus Wealth Planning sold out of Capital Group International Equity ETF (CGIE) in Q3 2025, closing a stake of 6,866 shares — an estimated $226K sold.

Tempus Wealth Planning first reported a position in CGIE in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 127 funds tracked by Wall St. Rank hold CGIE as of Q3 2025.

  • Tempus Wealth Planning reported no remaining Capital Group International Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Tempus Wealth Planning sold 6,866 Capital Group International Equity ETF shares in Q3 2025, an estimated $226K.
  • Tempus Wealth Planning first reported a position in Capital Group International Equity ETF in Q1 2025 and held it in 2 quarters.
  • Tempus Wealth Planning's Capital Group International Equity ETF position peaked at $226K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q3 2025.

Based on Tempus Wealth Planning's 13F filing for Q3 2025, filed 6 Nov 2025.