CGMS

Cap Group Us Multi-sect Bond

Latest period2026 - Q2Total superinvestors35

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 35 superinvestors own shares of Cap Group Us Multi-sect Bond (CGMS), 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 Us Multi-sect Bond (CGMS), 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 Us Multi-sect Bond (CGMS) 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 Us Multi-sect Bond (CGMS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Dawnalizabeth Henke@Capital Advantage, Inc.
Recent Activity
Increased 51.75%
12.65%
$103.627M
3.792M shares@ 27.34 avg price
Larry J Sims@Truewealth Advisors, Llc
Recent Activity
Increased 0.93%
4.91%
$21.757M
796,067 shares@ 27.34 avg price
Emma Seiler@Redhawk Wealth Advisors, Inc.
Recent Activity
Decreased -2.03%
1.87%
$18.95M
693,381 shares@ 27.33 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Increased 47.22%
1.24%
$14.414M
527,423 shares@ 27.34 avg price
Luke Mooi@Centennial Wealth Advisory Llc
Recent Activity
Increased 5.45%
2.83%
$13.076M
478,468 shares@ 27.33 avg price
Aryn Sands@Thayer Financial, L.l.c.
Recent Activity
Increased 3.74%
6.43%
$7.068M
258,628 shares@ 27.33 avg price
Noah Schwab@Stewardship Concepts Financial Services Llc
Recent Activity
Increased 4.49%
3.41%
$5.066M
185,366 shares@ 27.33 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 19.83%
0.03%
$4.78M
174,907 shares@ 27.34 avg price
Aryn Sands@Lifegoal Investments, Llc
Recent Activity
Decreased -0.37%
1.98%
$4.312M
157,766 shares@ 27.33 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 19.44%
0.11%
$3.543M
129,636 shares@ 27.33 avg price

1-10 of 35