CGGR

Cap Group Growth Equity

Latest period2026 - Q2Total superinvestors84

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

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Decreased -10.54%
1.9%
$105.198M
2.229M shares@ 47.21 avg price
Brenda Bickle@Adamsbrown Wealth Consultants Llc
Recent Activity
Increased 3.33%
9.92%
$52.562M
1.114M shares@ 47.21 avg price
Patricia Buchholtz@Eclectic Associates Inc Adv
Recent Activity
Increased 4.93%
4.31%
$37.851M
801,949 shares@ 47.2 avg price
James Exley@Wealth Science Advisors Llc
Recent Activity
Increased 7.26%
15.02%
$33.787M
715,819 shares@ 47.2 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 6.33%
0.62%
$32.508M
688,721 shares@ 47.21 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Decreased -0.06%
5.69%
$29.159M
617,766 shares@ 47.2 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 18.78%
0.14%
$28.336M
600,338 shares@ 47.2 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 8.76%
1.59%
$20.917M
443,161 shares@ 47.2 avg price
Kevin Ferguson@Ferguson Shapiro Llc
Recent Activity
Increased 5.42%
5.21%
$17.797M
377,053 shares@ 47.2 avg price
C Brooks Mosby@Ballew Advisors, Inc
Recent Activity
Increased 2.28%
7.33%
$14.179M
304,720 shares@ 46.53 avg price

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