Tempus Wealth Planning’s Capital Group Short Duration Municipal Income ETF CGSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$279K	Hold	10,851	–	–	0.05%	242
2026 Q2	$286K	Buy	10,851 +198	+2%	+$5.22K	0.06%	236
2026 Q1	$280K	Sell	10,653 -603	-5%	-$16K	0.06%	226
2025 Q4	$296K	Buy	+11,256	New	+$297K	0.07%	218
2024 Q4	–	Sell	-10,280	Closed	-$270K	–	251
2024 Q3	$270K	Buy	10,280 +1,402	+16%	+$36.6K	0.1%	186
2024 Q2	$229K	Buy	+8,878	New	+$228K	0.1%	179

Other funds holding CGSM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return

MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Lakeside Advisors Seattle, Washington $171M AUM 16.17% 1-Year Est. Return

Tempus Wealth Planning's CGSM Position: Q3 2026 in Review

Tempus Wealth Planning held its Capital Group Short Duration Municipal Income ETF (CGSM) position steady in Q3 2026 at 10,851 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #242.

Tempus Wealth Planning first reported a position in CGSM in Q2 2024 and has held it in 6 quarters since. The position peaked at $296K in Q4 2025. 42 funds tracked by Wall St. Rank hold CGSM as of Q3 2026.

Tempus Wealth Planning held 10,851 shares of Capital Group Short Duration Municipal Income ETF worth $279K as of Q3 2026.
Tempus Wealth Planning left its Capital Group Short Duration Municipal Income ETF share count unchanged in Q3 2026.
Capital Group Short Duration Municipal Income ETF made up 0.05% of Tempus Wealth Planning's portfolio in Q3 2026, its #242 holding.
Tempus Wealth Planning first reported a position in Capital Group Short Duration Municipal Income ETF in Q2 2024 and has held it in 6 quarters since.
Tempus Wealth Planning's Capital Group Short Duration Municipal Income ETF position peaked at $296K in Q4 2025.
42 funds tracked by Wall St. Rank held Capital Group Short Duration Municipal Income ETF as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.