TWP
CGMS icon

Tempus Wealth Planning’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Tempus Wealth Planning’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$522K Buy
19,162
+609
+3% +$16.8K 0.12% 172
2025
Q4 		$512K Buy
18,553
+1,276
+7% +$35.4K 0.12% 174
2025
Q3 		$479K Sell
17,277
-7,568
-30% -$210K 0.11% 183
2025
Q2 		$686K Buy
24,845
+429
+2% +$11.6K 0.17% 133
2025
Q1 		$667K Buy
24,416
+5,376
+28% +$148K 0.2% 123
2024
Q4 		$519K Buy
19,040
+2,557
+16% +$70.4K 0.16% 140
2024
Q3 		$459K Buy
16,483
+3,613
+28% +$99.4K 0.17% 132
2024
Q2 		$346K Buy
+12,870
New +$346K 0.14% 142

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return