CGCP

Cap Group Core Plus Income

Latest period2026 - Q2Total superinvestors29

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, 29 superinvestors own shares of Cap Group Core Plus Income (CGCP), 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 Plus Income (CGCP), 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 Plus Income (CGCP) 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 Plus Income (CGCP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 3.47%
3.61%
$47.589M
2.135M shares@ 22.29 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 1.99%
5.65%
$28.982M
1.3M shares@ 22.29 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 16.46%
0.37%
$19.429M
871,667 shares@ 22.29 avg price
Eric Unger@Affiance Financial, Llc
Recent Activity
Increased 5.05%
1.19%
$8.237M
369,532 shares@ 22.3 avg price
Brenda Bickle@Adamsbrown Wealth Consultants Llc
Recent Activity
Decreased -5.49%
1.56%
$8.234M
369,414 shares@ 22.29 avg price
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
Increased 6.14%
2.74%
$6.212M
281,071 shares@ 22.1 avg price
Noah Schwab@Stewardship Concepts Financial Services Llc
Recent Activity
Increased 7.84%
2.97%
$4.399M
197,357 shares@ 22.29 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Decreased -2.57%
0.02%
$3.81M
170,923 shares@ 22.29 avg price
Raymond Joseph Kozicki@Midwest Financial Network, Llc
Recent Activity
Decreased -18.71%
2.27%
$3.315M
148,737 shares@ 22.3 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 5.52%
0.17%
$2.335M
104,739 shares@ 22.29 avg price

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