CGBL

Cap Group Core Balanced

Latest period2024 - Q4Total superinvestors24

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 (%)

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

CurrentNew PositionIncreasedDecreasedExited
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
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 100.97%
0.02%
$3.999M
127,875 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
John Hayes@Longview Wealth Management
Recent Activity
Increased 50.82%
1.04%
$3.401M
108,765 shares@ 31.27 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Increased 42.68%
0.58%
$2.727M
87,196 shares@ 31.28 avg price
Andrew Davies@Davies Financial Advisors, Inc.
Recent Activity
Increased 1.35%
1.57%
$1.842M
58,906 shares@ 31.27 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
1.57%
$1.715M
54,831 shares@ 31.27 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -14.15%
0.06%
$1.684M
53,866 shares@ 31.27 avg price