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
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 65.75%
0.04%
$378,647
10,828 shares@ 34.97 avg price
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Increased 0.36%
0.02%
$286,938
8,205 shares@ 34.98 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -3.43%
0.02%
$264,757
7,571 shares@ 34.97 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -96.64%
0.03%
$256,794
7,358 shares@ 34.9 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
New Position
0.11%
$200,273
5,727 shares@ 34.97 avg price
Stephanie West@Org Partners Llc
Recent Activity
New Position
0.02%
$104,699
2,994 shares@ 34.97 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 0.57%
0.03%
$99,101
2,832 shares@ 35.0 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$64,590
1,847 shares@ 34.98 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 0.43%
0.02%
$41,464
1,186 shares@ 34.97 avg price
Todd Chyba@Trust Co
Recent Activity
0.01%
$29,375
840 shares@ 34.98 avg price