CGCB

Cap Group Core Bond

Latest period2024 - Q4Total superinvestors39

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, 39 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

SuperinvestorPortfolio %Reported Value
Amanda J Doran@Advance Capital Management, Inc.
Recent Activity
Decreased -10.52%
19.61%
$428.116M
16.6M shares@ 25.8 avg price
Kristen Kline@Southern Style Financial, Inc.
Recent Activity
New Position
14.57%
$17.992M
697,633 shares@ 25.8 avg price
Russell Mohberg@Regatta Capital Group, Llc
Recent Activity
New Position
3.21%
$16.532M
641,012 shares@ 25.8 avg price
Donald L. Chaney@Stephens Inc Ar
Recent Activity
Increased 5.89%
0.21%
$14.849M
575,753 shares@ 25.8 avg price
Matthew Stolen@Kingsview Wealth Management, Llc
Recent Activity
Increased 20.63%
0.12%
$5.656M
219,296 shares@ 25.8 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Increased 156.54%
3.01%
$4.757M
184,461 shares@ 25.79 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 2.13%
0.19%
$4.271M
165,590 shares@ 25.8 avg price
Sarah Easley@Strategic Blueprint, Llc
Recent Activity
Increased 40.46%
0.25%
$4.093M
158,697 shares@ 25.8 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Increased 808.79%
2.38%
$3.108M
120,496 shares@ 25.79 avg price
Michael D. Miller@Capital Planning Llc
Recent Activity
New Position
0.8%
$3.03M
117,473 shares@ 25.8 avg price

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