CGMS

Cap Group Us Multi-sect Bond

Latest period2024 - Q4Total superinvestors30

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, 30 superinvestors own shares of Cap Group Us Multi-sect Bond (CGMS), 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 Us Multi-sect Bond (CGMS), 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 Us Multi-sect Bond (CGMS) 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 Us Multi-sect Bond (CGMS) 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
Michael D. Miller@Capital Planning Llc
Recent Activity
New Position
0.81%
$3.078M
112,836 shares@ 27.28 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
New Position
0.34%
$2.716M
97,553 shares@ 27.85 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
New Position
0.09%
$1.015M
37,201 shares@ 27.28 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.9%
$943,925
34,601 shares@ 27.29 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.3%
$686,254
25,295 shares@ 27.14 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.01%
$541,726
19,858 shares@ 27.28 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
New Position
0.27%
$242,657
8,895 shares@ 27.29 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
New Position
0.01%
$74,065
2,715 shares@ 27.28 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
New Position
0.02%
$50,877
1,865 shares@ 27.28 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.01%
$3,192
117 shares@ 27.29 avg price