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
Jacqueline Kruger@First Pacific Financial
Recent Activity
Increased 21.84%
0.38%
$1.592M
45,148 shares@ 35.27 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 0.02%
0.22%
$1.379M
39,104 shares@ 35.26 avg price
Aryn Sands@Professional Financial Advisors, Llc
Recent Activity
Increased 1.18%
0.3%
$1.159M
32,882 shares@ 35.27 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 4.25%
0.13%
$790,554
22,421 shares@ 35.26 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 19.33%
0.35%
$690,038
19,570 shares@ 35.26 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 21.92%
0.06%
$627,628
17,800 shares@ 35.26 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
Increased 0.14%
0.13%
$576,576
16,352 shares@ 35.27 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Increased 39.99%
0.12%
$541,135
15,347 shares@ 35.26 avg price
Tracey A. Baker@Cjm Wealth Advisers, Ltd.
Recent Activity
Increased 98.77%
0.17%
$493,197
13,987 shares@ 35.27 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 0.84%
0.18%
$403,557
11,355 shares@ 35.55 avg price