CGGR

Cap Group Growth Equity

Latest period2024 - Q4Total superinvestors66

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 66 superinvestors own shares of Cap Group Growth Equity (CGGR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Growth Equity (CGGR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Cap Group Growth Equity (CGGR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Cap Group Growth Equity (CGGR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.3%
0.09%
$41.986M
1.207M shares@ 34.8 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -1.96%
0.36%
$8.412M
226,300 shares@ 37.17 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -2.1%
0.52%
$4.313M
116,023 shares@ 37.17 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -18.23%
0.08%
$2.51M
66,029 shares@ 38.03 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Decreased -0.58%
0.61%
$2.383M
64,115 shares@ 37.17 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Decreased -2.49%
0.6%
$2.266M
60,961 shares@ 37.18 avg price
Patricia Mullin@Gemmer Asset Management Llc
Recent Activity
Decreased -0.18%
0.18%
$1.765M
47,484 shares@ 37.17 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Decreased -4.46%
0.08%
$943,828
25,392 shares@ 37.18 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -0.27%
0.08%
$628,732
16,915 shares@ 37.18 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -11.34%
0.06%
$615,015
16,546 shares@ 37.18 avg price