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
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 3322.72%
1.29%
$6.859M
194,513 shares@ 35.27 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 14.49%
0.51%
$5.989M
169,848 shares@ 35.27 avg price
Ashleigh Swayze@Code Waechter Llc
Recent Activity
New Position
4.68%
$5.358M
151,948 shares@ 35.26 avg price
Chris Marks@Olistico Wealth, Llc
Recent Activity
Increased 9.43%
3.03%
$5.196M
147,350 shares@ 35.26 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 9.17%
1.53%
$4.998M
141,749 shares@ 35.27 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 12.46%
0.42%
$4.835M
137,131 shares@ 35.27 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Increased 604.79%
2.66%
$4.198M
119,059 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
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
4.19%
$3.799M
107,745 shares@ 35.26 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Increased 10.73%
0.44%
$3.633M
103,024 shares@ 35.27 avg price