GJUN

Ft Vest Us Equity Moderate B

Latest period2026 - Q2Total superinvestors8

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, 8 superinvestors own shares of Ft Vest Us Equity Moderate B (GJUN), 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 Ft Vest Us Equity Moderate B (GJUN), 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 Ft Vest Us Equity Moderate B (GJUN) 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 Ft Vest Us Equity Moderate B (GJUN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kristy Michelle Afraimi@Bam Wealth Management, Llc
Recent Activity
New Position
2.69%
$4.296M
104,305 shares@ 41.2 avg price
John Chandler@City Holding Co
Recent Activity
0.15%
$1.281M
31,100 shares@ 41.18 avg price
William Dudley Webb Jr.@World Equity Group, Inc.
Recent Activity
New Position
0.11%
$464,746
11,283 shares@ 41.19 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 1.79%
0.02%
$393,859
9,562 shares@ 41.2 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
0.12%
$322,312
7,825 shares@ 41.2 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Increased 11.08%
0.02%
$282,934
6,869 shares@ 41.19 avg price
Jennifer Luippold@Castle Rock Wealth Management, Llc
Recent Activity
0.05%
$211,531
5,138 shares@ 41.17 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
0.04%
$169,538
4,116 shares@ 41.19 avg price

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