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
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
2.01%
$1.823M
52,118 shares@ 34.97 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.78%
$1.783M
51,444 shares@ 34.66 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 9.18%
0.44%
$1.441M
41,196 shares@ 34.97 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -1.75%
0.12%
$1.401M
40,069 shares@ 34.97 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
0.19%
$1.206M
34,479 shares@ 34.98 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -0.27%
0.18%
$1.104M
31,576 shares@ 34.98 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
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 35.19%
0.4%
$973,320
27,833 shares@ 34.97 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 27.94%
0.09%
$807,492
23,091 shares@ 34.97 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Increased 16.37%
0.16%
$705,030
20,161 shares@ 34.97 avg price