CGGR

Cap Group Growth Equity

Latest period2024 - Q4Total superinvestors66

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Richard Buchan@180 Wealth Advisors, Llc Recent Activity Increased 14.45%	0.14%	$843,484 22,693 shares@ 37.17 avg price	Increased 14.45%
Michael McComb@Arkadios Wealth Advisors Recent Activity Increased 0.06%	0.05%	$814,004 21,899 shares@ 37.18 avg price	Increased 0.06%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 52.39%	0.17%	$809,516 21,777 shares@ 37.18 avg price	Increased 52.39%
Phillip G. Trueblood@Trueblood Wealth Management, Llc Recent Activity Increased 50.14%	0.37%	$743,549 20,004 shares@ 37.18 avg price	Increased 50.14%
Thomas J Bellaro@Park Avenue Securities Llc Recent Activity Increased 15.1%	0.01%	$740,000 19,905 shares@ 37.18 avg price	Increased 15.1%
Evan J. Lynch@Lynch & Associates In Recent Activity Increased 7.94%	0.15%	$649,583 17,476 shares@ 37.18 avg price	Increased 7.94%
Janine Osterink@Advisory Alpha, Llc Recent Activity Increased 0.11%	0.02%	$517,595 13,925 shares@ 37.18 avg price	Increased 0.11%
Jonathan Sard@Sard Wealth Management Group, Llc Recent Activity Increased 0.17%	0.32%	$469,434 12,629 shares@ 37.18 avg price	Increased 0.17%
John Taylor-Jones@Private Client Services, Llc Recent Activity Increased 1.88%	0.18%	$334,084 8,988 shares@ 37.18 avg price	Increased 1.88%
Jeff Weglarz@Goldstone Financial Group, Llc Recent Activity Increased 30%	0.05%	$303,642 8,169 shares@ 37.18 avg price	Increased 30%