Tempus Wealth Planning, LLC Capital Group Core Equity ETF Transaction History

Tempus Wealth Planning, LLC

$360 Million
Q2 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 55,855 shares of CGUS stock, worth $2.12 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

55,855

Previous 53,402 4.59%

Holding current value

$2.12 Million

Previous $1.78 Million 15.65%

% of portfolio

0.57%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$29.93 - $36.93 $73,418 - $90,589	2,453 Added 4.59%	55,855 $2.06 Million
Q1 2025 May 06, 2025	BUY	$33.08 - $36.62 $309,595 - $342,726	9,359 Added 21.25%	53,402 $1.78 Million
Q4 2024 Jan 24, 2025	BUY	$33.96 - $36.24 $229,263 - $244,656	6,751 Added 18.1%	44,043 $1.54 Million
Q3 2024 Oct 22, 2024	BUY	$31.19 - $34.33 $277,435 - $305,365	8,895 Added 31.32%	37,292 $1.28 Million
Q2 2024 Jul 25, 2024	BUY	$29.72 - $32.45 $315,210 - $344,164	10,606 Added 59.61%	28,397 $915,000
Q1 2024 Apr 19, 2024	BUY	$27.81 - $31.24 $257,937 - $289,751	9,275 Added 108.91%	17,791 $554,000
Q4 2023 Jan 23, 2024	BUY	$24.27 - $28.43 $206,683 - $242,109	8,516 New	8,516 $241,000

Others Institutions Holding CGUS

# of Institutions

341

Shares Held

108M

Call Options Held

42.7K

Put Options Held

1.4K

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Tempus Wealth Planning, LLC Capital Group Core Equity ETF Transaction History