CGBL

Cap Group Core Balanced

Latest period2024 - Q4Total superinvestors24

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 24 superinvestors own shares of Cap Group Core Balanced (CGBL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Amanda J Doran@Advance Capital Management, Inc. Recent Activity Increased 3.15%	3.1%	$67.561M 2.161M shares@ 31.28 avg price	Increased 3.15%
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	Increased 22.31%
Erin E Antill@Janney Montgomery Scott Llc Recent Activity Increased 100.97%	0.02%	$3.999M 127,875 shares@ 31.28 avg price	Increased 100.97%
John Hayes@Longview Wealth Management Recent Activity Increased 50.82%	1.04%	$3.401M 108,765 shares@ 31.27 avg price	Increased 50.82%
DAVID TODD CLARK@Westside Investment Management, Inc. Recent Activity Increased 42.68%	0.58%	$2.727M 87,196 shares@ 31.28 avg price	Increased 42.68%
Andrew Davies@Davies Financial Advisors, Inc. Recent Activity Increased 1.35%	1.57%	$1.842M 58,906 shares@ 31.27 avg price	Increased 1.35%
Tammi Ellis@Mutual Advisors, Llc Recent Activity Increased 12.68%	0.05%	$1.62M 51,408 shares@ 31.53 avg price	Increased 12.68%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 28.96%	0.1%	$1.163M 37,201 shares@ 31.27 avg price	Increased 28.96%
Steve Corless@Advisornet Financial, Inc Recent Activity Increased 380.52%	0.05%	$479,775 15,343 shares@ 31.27 avg price	Increased 380.52%
Donna M Ryberg@Smith Thornton Advisors Llc Recent Activity Increased 1.77%	0.24%	$364,082 11,643 shares@ 31.28 avg price	Increased 1.77%