Tempus Wealth Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.08M	Sell	46,808 -256	-0.5%	-$11K	0.41%	68
2026 Q1	$1.81M	Buy	47,064 +408	+0.9%	+$16.4K	0.42%	66
2025 Q4	$1.88M	Sell	46,656 -1,542	-3%	-$61.6K	0.43%	57
2025 Q3	$1.91M	Sell	48,198 -7,657	-14%	-$294K	0.44%	54
2025 Q2	$2.06M	Buy	55,855 +2,453	+5%	+$83.6K	0.51%	52
2025 Q1	$1.78M	Buy	53,402 +9,359	+21%	+$329K	0.53%	52
2024 Q4	$1.54M	Buy	44,043 +6,751	+18%	+$237K	0.47%	56
2024 Q3	$1.28M	Buy	37,292 +8,895	+31%	+$294K	0.47%	57
2024 Q2	$916K	Buy	28,397 +10,606	+60%	+$331K	0.38%	73
2024 Q1	$554K	Buy	17,791 +9,275	+109%	+$275K	0.24%	106
2023 Q4	$241K	Buy	+8,516	New	+$224K	0.11%	166

Other funds holding CGUS

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

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

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

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

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

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

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

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

CGPCS

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

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

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

Tempus Wealth Planning reduced its Capital Group Core Equity ETF (CGUS) stake by 0.54% in Q2 2026, selling an estimated $11K and leaving 46,808 shares worth $2.08M. The position accounts for 0.41% of the portfolio, ranked #68.

Tempus Wealth Planning first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Tempus Wealth Planning held 46,808 shares of Capital Group Core Equity ETF worth $2.08M as of Q2 2026.
Tempus Wealth Planning sold 256 Capital Group Core Equity ETF shares in Q2 2026, an estimated $11K.
Capital Group Core Equity ETF made up 0.41% of Tempus Wealth Planning's portfolio in Q2 2026, its #68 holding.
Tempus Wealth Planning first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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