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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 22.55%
0.15%
$53.613M
2.415M shares@ 22.2 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 4.13%
6.43%
$25.343M
1.142M shares@ 22.21 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Increased 8.47%
6.01%
$25.079M
1.14M shares@ 22.0 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 11.14%
0.98%
$21.391M
963,542 shares@ 22.2 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 50.29%
1.13%
$14.465M
657,490 shares@ 22.0 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.5%
0.32%
$10.98M
495,038 shares@ 22.18 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased 0%
0.03%
$10.628M
459,674 shares@ 23.13 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 55.36%
0.21%
$7.475M
336,719 shares@ 22.21 avg price
Bryan Buchert@Kera Capital Partners, Inc.
Recent Activity
New Position
1.66%
$5.76M
259,477 shares@ 22.2 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 17.01%
0.04%
$1.97M
88,745 shares@ 22.21 avg price