CGNG

Cap Group New Geography Eq

Latest period2026 - Q2Total superinvestors32

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 New Geography Eq (CGNG), 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 New Geography Eq (CGNG), 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 New Geography Eq (CGNG) 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 New Geography Eq (CGNG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Heidi Johnson Bixby@Johnson Bixby & Associates, Llc
Recent Activity
Increased 3.56%
2.09%
$18.702M
499,265 shares@ 37.46 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -19.01%
0.03%
$12.405M
337,820 shares@ 36.73 avg price
Alexander Albert@Lincoln Capital Corp
Recent Activity
Increased 2.94%
2.96%
$9.084M
242,499 shares@ 37.47 avg price
Jaykob Williams@Ewa, Llc
Recent Activity
Increased 8.83%
1.38%
$7.542M
201,323 shares@ 37.47 avg price
Kristin Crowley@Lantz Financial Llc
Recent Activity
Increased 15.63%
0.88%
$4.772M
127,387 shares@ 37.46 avg price
Nancy Johnson Jones@National Wealth Management Group, Llc
Recent Activity
Decreased -29.71%
1.4%
$4.509M
120,375 shares@ 37.47 avg price
Kathleen Halliwell@Dmkc Advisory Services, Llc
Recent Activity
New Position
0.78%
$4.125M
110,126 shares@ 37.47 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 39.15%
0.31%
$4.073M
108,734 shares@ 37.47 avg price
Joseph Wells@Selby Wealth Management, Llc
Recent Activity
Increased 9.76%
1.09%
$3.051M
81,448 shares@ 37.46 avg price
Noah Schwab@Stewardship Concepts Financial Services Llc
Recent Activity
Decreased -9.85%
1.99%
$2.954M
78,854 shares@ 37.47 avg price

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