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Capital Group U S Multi Sec Etf shares owned by Tempus Wealth Planning

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Tempus Wealth Planning from 13F filings

Historical chart of Tempus Wealth Planning investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $512k 19k 27.62
2025-09-30 $479k 17k 27.75
2025-06-30 $686k 25k 27.62
2025-03-31 $667k 24k 27.30
2024-12-31 $519k 19k 27.28
2024-09-30 $459k 17k 27.84
2024-06-30 $347k 13k 26.92

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
Ge Vernova (GEV)
NVIDIA Corporation (NVDA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPTM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Tempus Wealth Planning

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Capital Advantage
Advisor Group Holdings
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L
Mml Investors Services

View all funds holding Capital Group U S Multi Sec Etf