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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,828	Closed	-$240K	–	278
2025 Q2	$240K	Sell	8,828 -119	-1%	-$3.02K	0.06%	237
2025 Q1	$219K	Buy	8,947 +394	+5%	+$10.1K	0.07%	237
2024 Q4	$211K	Buy	+8,553	New	+$223K	0.06%	232

Other funds holding CGXU

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

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

Tempus Wealth Planning sold out of Capital Group International Focus Equity ETF (CGXU) in Q3 2025, closing a stake of 8,828 shares — an estimated $240K sold.

Tempus Wealth Planning first reported a position in CGXU in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 300 funds tracked by Wall St. Rank hold CGXU as of Q3 2025.

Tempus Wealth Planning reported no remaining Capital Group International Focus Equity ETF position as of Q3 2025 after selling out during the quarter.
Tempus Wealth Planning sold 8,828 Capital Group International Focus Equity ETF shares in Q3 2025, an estimated $240K.
Tempus Wealth Planning first reported a position in Capital Group International Focus Equity ETF in Q4 2024 and held it in 3 quarters.
Tempus Wealth Planning's Capital Group International Focus Equity ETF position peaked at $240K in Q2 2025.
300 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2025.

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