CGCB

Cap Group Core Bond

Latest period2024 - Q4Total superinvestors17

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, 17 superinvestors own shares of Cap Group Core Bond (CGCB), 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 Bond (CGCB), 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 Bond (CGCB) 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 Bond (CGCB) 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
0.8%
$3.03M
117,473 shares@ 25.8 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
New Position
0.58%
$2.382M
92,357 shares@ 25.79 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
1.82%
$1.907M
73,937 shares@ 25.8 avg price
TIMOTHY BURKETT@Keeler & Nadler Financial Planning & Wealth Management
Recent Activity
New Position
0.9%
$1.9M
73,663 shares@ 25.79 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.36%
$807,811
31,654 shares@ 25.53 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
New Position
0.01%
$522,402
20,256 shares@ 25.79 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
New Position
0.01%
$7,119
276 shares@ 25.8 avg price