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