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
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%
Grant Donaldson@Tudor Financial Inc. Recent Activity Increased 30.97%	0.18%	$301,561 8,113 shares@ 37.18 avg price	Increased 30.97%
Stephanie West@Org Partners Llc Recent Activity New Position	0.04%	$289,141 7,779 shares@ 37.17 avg price	New Position
James Krause@Wealthcare Capital Management Llc Recent Activity Decreased -9.98%	0.03%	$284,759 7,661 shares@ 37.17 avg price	Decreased -9.98%
Grant Reeves@Cvfg Llc Recent Activity New Position	0.19%	$208,232 5,602 shares@ 37.18 avg price	New Position
DAVID TODD CLARK@Westside Investment Management, Inc. Recent Activity Increased 650%	0.04%	$181,205 4,875 shares@ 37.18 avg price	Increased 650%
Catherine Walker@Pinnacle Bancorp, Inc. Recent Activity Increased 9.1%	0.04%	$111,510 3,000 shares@ 37.17 avg price	Increased 9.1%
Raymond P Dean@Harbor Investment Advisory, Llc Recent Activity New Position	0.01%	$79,916 2,150 shares@ 37.18 avg price	New Position
Samuel R. Winch@Winch Advisory Services, Llc Recent Activity Increased 0.14%	0.02%	$54,366 1,463 shares@ 37.17 avg price	Increased 0.14%