CGIB β€” CAPITAL GRP FIXED INCM ETF T

Ownership history in Tempus Wealth Planning, LLC  Β·  2 quarters on record

AI Ownership Summary

Tempus Wealth Planning, LLC reported CAPITAL GRP FIXED INCM ETF T (CGIB) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.16% in 2025 Q4. The latest visible filing shows CGIB at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tempus Wealth Planning, LLC's position in CAPITAL GRP FIXED INCM ETF T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CGIB was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tempus Wealth Planning, LLC held CGIB β€” position size vs. price
% of Fund (quarterly)    CGIB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,863 +7,672 +38.0% 0.16% $707K 2026-02-14 (Est.) $25.53
2025 Q3 INITIATED 20,191 β€” β€” 0.12% $513K 2025-11-06 $25.35

🏒 Other funds also holding CGIB

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.01%

FAQ About Tempus Wealth Planning, LLC and CGIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tempus Wealth Planning, LLC reported owning CGIB?

Tempus Wealth Planning, LLC reported CGIB across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CGIB position in Tempus Wealth Planning, LLC's portfolio?

The largest reported portfolio weight for CGIB was 0.16% in 2025 Q4.

What is the latest reported CGIB position on this page?

The most recent filing on this page is 2025 Q4, when Tempus Wealth Planning, LLC reported 27,863 shares, equal to 0.16% of portfolio, with an estimated market value of $707K.

What does the chart on this CGIB ownership page compare?

The chart compares Tempus Wealth Planning, LLC's quarterly CGIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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