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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.02%
0.08%
$36.007M
1.293M shares@ 27.84 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
Increased 25.37%
5.11%
$19.621M
719,243 shares@ 27.28 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 3.19%
5.67%
$16.964M
621,840 shares@ 27.28 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Increased 19.81%
2.09%
$15.438M
565,918 shares@ 27.29 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 42.88%
0.85%
$13.976M
512,303 shares@ 27.28 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 11.99%
0.41%
$8.838M
323,965 shares@ 27.28 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 13.08%
0.59%
$7.016M
257,192 shares@ 27.28 avg price
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
Decreased -0.75%
2.12%
$5.858M
214,744 shares@ 27.28 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 100.83%
0.01%
$3.167M
116,107 shares@ 27.28 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
New Position
0.81%
$3.078M
112,836 shares@ 27.28 avg price