CGBL

Cap Group Core Balanced

Latest period2024 - Q4Total superinvestors62

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, 62 superinvestors own shares of Cap Group Core Balanced (CGBL), 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 Balanced (CGBL), 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 Balanced (CGBL) 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 Balanced (CGBL) 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
Increased 3.15%
3.1%
$67.561M
2.161M shares@ 31.28 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -0.05%
0.08%
$35.789M
1.153M shares@ 31.05 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 22.31%
0.82%
$17.923M
573,172 shares@ 31.27 avg price
Kathleen Thornhill@Confluence Wealth Services, Inc.
Recent Activity
Increased 252.47%
0.46%
$6.923M
214,999 shares@ 32.21 avg price
Stephen Smith@Kestra Private Wealth Services, Llc
Recent Activity
Increased 68.66%
0.11%
$5.943M
190,043 shares@ 31.28 avg price
Heidi Johnson Bixby@Johnson Bixby & Associates, Llc
Recent Activity
Increased 83.74%
0.85%
$5.553M
177,570 shares@ 31.28 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 100.97%
0.02%
$3.999M
127,875 shares@ 31.28 avg price
David T. Morgan@High Net Worth Advisory Group Llc
Recent Activity
Increased 821.84%
1.1%
$3.928M
125,600 shares@ 31.28 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
3.66%
$3.842M
122,871 shares@ 31.27 avg price
Steven B. Sturner@Tempus Wealth Planning, Llc
Recent Activity
Increased 22.99%
1.08%
$3.507M
112,154 shares@ 31.28 avg price

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