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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 5.57%
0.94%
$33.768M
908,484 shares@ 37.17 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 1.42%
0.1%
$32.662M
878,713 shares@ 37.18 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 30.4%
0.51%
$14.523M
390,714 shares@ 37.18 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Increased 1.25%
0.66%
$14.275M
384,059 shares@ 37.18 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 4.91%
3.39%
$11.094M
298,455 shares@ 37.17 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 26.02%
0.83%
$9.855M
265,134 shares@ 37.17 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 2.09%
5.79%
$9.062M
242,828 shares@ 37.33 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -1.96%
0.36%
$8.412M
226,300 shares@ 37.17 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
3.97%
$7.189M
193,421 shares@ 37.18 avg price