CGIE

Cap Group Intl Equity

Latest period2024 - Q4Total superinvestors10

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, 10 superinvestors own shares of Cap Group Intl Equity (CGIE), 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 Intl Equity (CGIE), 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 Intl Equity (CGIE) 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 Intl Equity (CGIE) 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
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Increased 21.23%
1.51%
$12.488M
453,945 shares@ 27.52 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Decreased -14.57%
4.23%
$6.512M
236,717 shares@ 27.52 avg price
CHARLES COOPER@Strongbox Wealth, Llc
Recent Activity
Increased 4.03%
0.82%
$1.917M
69,676 shares@ 27.52 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 20.74%
0.33%
$656,636
23,869 shares@ 27.51 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
New Position
0.09%
$710,424
23,400 shares@ 30.36 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 29.22%
0.02%
$568,225
20,655 shares@ 27.52 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.36%
$368,469
13,394 shares@ 27.52 avg price
John Hayes@Longview Wealth Management
Recent Activity
Decreased -36.63%
0.11%
$330,536
12,015 shares@ 27.52 avg price
Brian Swim@Lincoln Capital Llc
Recent Activity
Increased 33.04%
0.06%
$282,240
10,260 shares@ 27.51 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 1088.28%
0.02%
$200,724
7,296 shares@ 27.52 avg price