CGBL

Cap Group Core Balanced

Latest period2026 - Q2Total superinvestors32

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 32 superinvestors own shares of Cap Group Core Balanced (CGBL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Cap Group Core Balanced (CGBL), 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 Balanced (CGBL) 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 Balanced (CGBL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Emily Tejeda@Kwb Wealth Recent Activity Increased 38.01%	3.01%	$35.147M 925,891 shares@ 37.97 avg price	Increased 38.01%
Daniel Ortega@B. Riley Wealth Advisors, Inc. Recent Activity Increased 2.95%	0.72%	$13.44M 354,422 shares@ 37.92 avg price	Increased 2.95%
Jim Clark@Worth Asset Management, Llc Recent Activity Increased 6.73%	2.55%	$7.954M 209,524 shares@ 37.96 avg price	Increased 6.73%
Stefanie Boykin@Davenport & Co Llc Recent Activity Increased 23.54%	0.03%	$5.763M 151,828 shares@ 37.97 avg price	Increased 23.54%
Andrew Walz@First Heartland Consultants, Inc. Recent Activity Increased 2.3%	0.37%	$5.67M 149,359 shares@ 37.97 avg price	Increased 2.3%
John Taylor - Jones@Private Client Services, Llc Recent Activity Increased 1209.46%	0.8%	$3.024M 79,667 shares@ 37.96 avg price	Increased 1209.46%
Stacie Brass@Accel Wealth Management Recent Activity Increased 184.45%	0.52%	$2.295M 60,453 shares@ 37.97 avg price	Increased 184.45%
Donna M Ryberg@Smith Thornton Advisors Llc Recent Activity Increased 13.52%	0.81%	$1.822M 48,796 shares@ 37.35 avg price	Increased 13.52%
Kristin Crowley@Lantz Financial Llc Recent Activity Increased 49.11%	0.27%	$1.441M 37,952 shares@ 37.97 avg price	Increased 49.11%
Noah Schwab@Stewardship Concepts Financial Services Llc Recent Activity Decreased -15.02%	0.94%	$1.395M 36,749 shares@ 37.96 avg price	Decreased -15.02%

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