CGUS

Cap Group Core Equity

Latest period2024 - Q4Total superinvestors42

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, 42 superinvestors own shares of Cap Group Core Equity (CGUS), 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 Core Equity (CGUS), 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 Core Equity (CGUS) 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 Core Equity (CGUS) 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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.44%
0.04%
$13.372M
382,385 shares@ 34.97 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 12.03%
0.45%
$9.723M
278,045 shares@ 34.98 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.56%
0.23%
$8.174M
233,757 shares@ 34.97 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 15.57%
0.04%
$3.051M
87,234 shares@ 34.98 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 10.86%
0.05%
$2.71M
77,490 shares@ 34.98 avg price
Chris Marks@Olistico Wealth, Llc
Recent Activity
Increased 0.04%
1.39%
$2.387M
68,245 shares@ 34.97 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 40.26%
0.08%
$2.272M
64,980 shares@ 34.98 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 2.89%
0.16%
$1.826M
52,206 shares@ 34.97 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 9.18%
0.44%
$1.441M
41,196 shares@ 34.97 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 55.01%
0.49%
$981,958
28,080 shares@ 34.98 avg price