CGUS

Cap Group Core Equity

Latest period2026 - Q2Total superinvestors41

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, 41 superinvestors own shares of Cap Group Core Equity (CGUS), 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 Equity (CGUS), 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 Equity (CGUS) 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 Equity (CGUS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Karl Frank@A&i Financial Services, Llc
Recent Activity
Increased 1.74%
2.84%
$6.517M
146,508 shares@ 44.49 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -10.63%
0.12%
$6.164M
138,584 shares@ 44.49 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Decreased -2.7%
0.14%
$4.815M
108,262 shares@ 44.48 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Increased 11.52%
1.65%
$4.176M
93,875 shares@ 44.48 avg price
Justin Soucie@G&s Capital Llc
Recent Activity
Decreased -17.62%
1.16%
$3.993M
89,763 shares@ 44.49 avg price
LINDE MURPHY@M.e. Allison & Co., Inc.
Recent Activity
Increased 3.39%
2.15%
$3.728M
83,811 shares@ 44.48 avg price
CJ Haynes@Investment Advisory Services Inc Tx Adv
Recent Activity
Increased 7.88%
0.96%
$3.328M
74,823 shares@ 44.48 avg price
William Jezek@Olistico Wealth, Llc
Recent Activity
Increased 0.02%
1.3%
$3.038M
68,298 shares@ 44.48 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Increased 21.59%
0.5%
$2.858M
64,245 shares@ 44.49 avg price
Kristin Crowley@Lantz Financial Llc
Recent Activity
Increased 7.83%
0.49%
$2.623M
58,966 shares@ 44.48 avg price

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