CGCV

Cap Group Conservative Eq

Latest period2026 - Q2Total superinvestors11

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, 11 superinvestors own shares of Cap Group Conservative Eq (CGCV), 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 Conservative Eq (CGCV), 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 Conservative Eq (CGCV) 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 Conservative Eq (CGCV) 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
Kathleen Halliwell@Dmkc Advisory Services, Llc Recent Activity Increased 1271.19%	5.9%	$31.232M 951,600 shares@ 32.82 avg price	Increased 1271.19%
JAMES V THOMPSON JR.@Bulwark Capital Corp Recent Activity Increased 5.03%	1.55%	$2.753M 83,884 shares@ 32.83 avg price	Increased 5.03%
Mike Greim@Cgn Advisors Llc Recent Activity Increased 2.38%	0.11%	$1.481M 45,135 shares@ 32.83 avg price	Increased 2.38%
John Taylor - Jones@Private Client Services, Llc Recent Activity New Position	0.38%	$1.412M 43,017 shares@ 32.83 avg price	New Position
Emily Tejeda@Kwb Wealth Recent Activity Increased 34.3%	0.07%	$763,789 23,272 shares@ 32.83 avg price	Increased 34.3%
Karl Frank@A&i Financial Services, Llc Recent Activity Decreased -9.92%	0.27%	$616,621 18,787 shares@ 32.83 avg price	Decreased -9.92%
Stefanie Boykin@Davenport & Co Llc Recent Activity Increased 20.9%	0.01%	$607,056 18,497 shares@ 32.82 avg price	Increased 20.9%
LINDE MURPHY@M.e. Allison & Co., Inc. Recent Activity Increased 22.3%	0.34%	$575,827 17,665 shares@ 32.6 avg price	Increased 22.3%
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc Recent Activity Increased 9.85%	0.01%	$259,155 7,896 shares@ 32.83 avg price	Increased 9.85%
Craig Rumler@Corecap Advisors, Llc Recent Activity Increased 19.43%	0.01%	$35,708 1,088 shares@ 32.82 avg price	Increased 19.43%

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