CGCP

Cap Group Core Plus Income

Latest period2024 - Q4Total superinvestors34

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Exited
0%
$872,780
37,750 shares@ 23.12 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Exited
0%
$610,000
26,403 shares@ 23.11 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Exited
0%
$555,217
24,015 shares@ 23.12 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Exited
0%
$386,117
16,701 shares@ 23.12 avg price
Michael C. Bree@Pillar Wealth Advisors, Llc
Recent Activity
Exited
0%
$284,977
12,326 shares@ 23.12 avg price