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
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 77.23%
0.19%
$3.39M
96,141 shares@ 35.27 avg price
Kimberly Byrne@Bill Few Associates, Inc.
Recent Activity
Increased 6.88%
1.2%
$3.386M
96,035 shares@ 35.27 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 12.68%
0.3%
$3.059M
86,750 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
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 28.76%
0.05%
$2.804M
79,528 shares@ 35.26 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 19.75%
0.03%
$2.77M
78,553 shares@ 35.27 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 9.43%
0.21%
$2.475M
70,182 shares@ 35.26 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 4.73%
1.18%
$2.338M
66,320 shares@ 35.26 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
New Position
0.31%
$2.038M
57,811 shares@ 35.26 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.87%
$1.965M
55,733 shares@ 35.26 avg price