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
John Hayes@Longview Wealth Management
Recent Activity
Increased 17.73%
0.58%
$1.875M
84,461 shares@ 22.2 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 11.36%
0.14%
$1.632M
73,511 shares@ 22.21 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 23.62%
0.14%
$1.63M
73,442 shares@ 22.21 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 9.34%
0.14%
$1.415M
63,729 shares@ 22.2 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.3%
$1.359M
61,238 shares@ 22.2 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -2.02%
0.05%
$1.202M
54,122 shares@ 22.2 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -21.6%
0.05%
$1.165M
52,475 shares@ 22.21 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Decreased -0.31%
0.17%
$1.1M
49,564 shares@ 22.2 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 15.37%
0.35%
$1.046M
47,137 shares@ 22.2 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
0.81%
$886,914
39,951 shares@ 22.21 avg price