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
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
Increased 10.73%
0.25%
$688,315
19,683 shares@ 34.98 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Decreased -2.76%
0.6%
$665,269
19,024 shares@ 34.97 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
0.41%
$642,831
18,382 shares@ 34.98 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -8.11%
0.04%
$614,125
17,561 shares@ 34.98 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 1.53%
0.3%
$583,509
16,686 shares@ 34.97 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -63.89%
0.02%
$550,273
15,615 shares@ 35.25 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 29.03%
0.03%
$460,268
13,162 shares@ 34.97 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Increased 0.15%
0.05%
$411,421
11,765 shares@ 34.97 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
New Position
0.09%
$410,102
11,727 shares@ 34.98 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
0.35%
$380,237
10,873 shares@ 34.98 avg price