CGBL

Cap Group Core Balanced

Latest period2026 - Q1Total superinvestors319

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 319 superinvestors own shares of Cap Group Core Balanced (CGBL), 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 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

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 18.56%
0.14%
$513.012M
14.909M shares@ 34.41 avg price
Elizabeth Gardner@Advance Capital Management, Inc.
Recent Activity
Increased 27.58%
15.62%
$412.022M
11.974M shares@ 34.41 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 18.71%
0.08%
$283.686M
8.244M shares@ 34.42 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 65.17%
0.05%
$262.683M
7.634M shares@ 34.42 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 33.72%
0.02%
$186.917M
5.432M shares@ 34.42 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 21.76%
0.15%
$139.317M
4.049M shares@ 34.42 avg price
Geoffrey Weiss@Forge Financial Services Llc
Recent Activity
New Position
13.13%
$129.555M
3.765M shares@ 34.42 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 43.06%
0.04%
$128.038M
3.721M shares@ 34.41 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 17.56%
0.16%
$111.559M
3.242M shares@ 34.41 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 7.68%
0.15%
$96.578M
2.806M shares@ 34.42 avg price

1-10 of 319