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