CGDV

Cap Group Dividend Value

Latest period2024 - Q4Total superinvestors70

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, 70 superinvestors own shares of Cap Group Dividend Value (CGDV), 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 Dividend Value (CGDV), 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 Dividend Value (CGDV) 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 Dividend Value (CGDV) 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 -0.03%
0.11%
$50.025M
1.373M shares@ 36.45 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -2.07%
0.26%
$14.151M
401,327 shares@ 35.26 avg price
John L. Smallwood@Smallwood Wealth Investment Management, Llc
Recent Activity
Decreased -0.75%
2.61%
$3.815M
108,194 shares@ 35.26 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -30.93%
0.09%
$3.062M
86,177 shares@ 35.54 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
Decreased -0.34%
0.39%
$1.47M
41,681 shares@ 35.26 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -97.22%
0.06%
$634,923
18,012 shares@ 35.25 avg price
James Krause@Wealthcare Capital Management Llc
Recent Activity
Decreased -1.23%
0.06%
$561,692
15,930 shares@ 35.27 avg price