CGDG

Cap Group Dividend Growers

Latest period2026 - Q2Total superinvestors60

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, 60 superinvestors own shares of Cap Group Dividend Growers (CGDG), 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 Dividend Growers (CGDG), 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 Dividend Growers (CGDG) 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 Dividend Growers (CGDG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kathleen Thornhill@Confluence Wealth Services, Inc.
Recent Activity
Increased 58.14%
3.49%
$122.007M
3.253M shares@ 37.52 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 4.62%
0.03%
$13.791M
364,737 shares@ 37.82 avg price
JOHN MACWILLIE IV@Boyer Financial Services, Inc.
Recent Activity
Increased 6.62%
10.14%
$12.002M
316,839 shares@ 37.88 avg price
Sean P. Skuja@Envestnet Portfolio Solutions, Inc.
Recent Activity
Increased 16.94%
0.04%
$8.204M
218,709 shares@ 37.52 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -4.09%
0.05%
$7.266M
193,720 shares@ 37.52 avg price
John Hayes@Longview Wealth Management
Recent Activity
Increased 3.33%
1.17%
$4.533M
120,849 shares@ 37.51 avg price
Aryn Sands@Shira Ridge Wealth Management
Recent Activity
Increased 6.38%
1.56%
$4.47M
119,166 shares@ 37.52 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 8.28%
0.03%
$4.159M
110,868 shares@ 37.51 avg price
Vinson Brod@Mayflower Financial Advisors, Llc
Recent Activity
Increased 0.72%
0.31%
$3.527M
94,017 shares@ 37.51 avg price
Nancy Johnson Jones@National Wealth Management Group, Llc
Recent Activity
Decreased -20.3%
1%
$3.231M
86,138 shares@ 37.51 avg price

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