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
Emily Tejeda@Kwb Wealth
Recent Activity
New Position
0.34%
$2.716M
97,553 shares@ 27.85 avg price
Teresa Devick@Bond & Devick Financial Network, Inc.
Recent Activity
1.07%
$2.487M
89,339 shares@ 27.85 avg price
Scott M. Peterson@Peterson Wealth Advisors, Llc
Recent Activity
Increased 895.67%
0.44%
$2.421M
88,813 shares@ 27.26 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 93.86%
0.46%
$1.49M
54,622 shares@ 27.28 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 35.75%
0.04%
$1.146M
41,992 shares@ 27.29 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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 16.59%
0.04%
$735,315
26,954 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
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.17%
0.02%
$595,265
21,821 shares@ 27.28 avg price