Cap Group Core Plus Income
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, 34 superinvestors own shares of Cap Group Core Plus Income (CGCP), 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 Plus Income (CGCP), 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 Plus Income (CGCP) 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 Plus Income (CGCP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Tammi Ellis@Mutual Advisors, Llc
| 0.32% | $10.98M 495,038 shares@ 22.18 avg price | Decreased -0.5% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.03% | $10.628M 459,674 shares@ 23.13 avg price | Decreased 0% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.05% | $1.202M 54,122 shares@ 22.2 avg price | Decreased -2.02% |
Janine Osterink@Advisory Alpha, Llc
| 0.05% | $1.165M 52,475 shares@ 22.21 avg price | Decreased -21.6% |
Brian Glenn@Premier Path Wealth Partners, Llc
| 0.17% | $1.1M 49,564 shares@ 22.2 avg price | Decreased -0.31% |
Michael D. Miller@Capital Planning Llc
| 0.19% | $719,082 32,391 shares@ 22.21 avg price | Decreased -68.39% |
Chris Marks@Olistico Wealth, Llc
| 0.06% | $95,482 4,301 shares@ 22.2 avg price | Decreased -5.22% |