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
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 9.34%
0.14%
$1.415M
63,729 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
James Krause@Wealthcare Capital Management Llc
Recent Activity
Increased 7.41%
0.07%
$656,321
29,564 shares@ 22.21 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 8.43%
0.03%
$485,414
21,865 shares@ 22.21 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 19.91%
0.04%
$394,583
17,774 shares@ 22.21 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 2.58%
0.08%
$364,879
16,436 shares@ 22.2 avg price
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Increased 0.41%
0.19%
$311,800
14,045 shares@ 22.21 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 0.97%
0.02%
$62,504
2,816 shares@ 22.2 avg price