CGCV

Cap Group Conservative Eq

Latest period2026 - Q1Total superinvestors143

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, 143 superinvestors own shares of Cap Group Conservative Eq (CGCV), 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 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

SuperinvestorPortfolio %Reported Value
Robert W. Lovelace@Capital International Investors
Recent Activity
Increased 0.02%
0.07%
$296.013M
9.93M shares@ 29.82 avg price
Matthew E. Knihtila@Capital Group Private Client Services, Inc.
Recent Activity
Increased 44.11%
2.71%
$160.341M
5.379M shares@ 29.82 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 18.3%
0.04%
$139.044M
4.664M shares@ 29.81 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -20.12%
0.03%
$70.733M
2.373M shares@ 29.82 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 18.74%
0.02%
$63.657M
2.135M shares@ 29.82 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 12.47%
0.03%
$36.18M
1.214M shares@ 29.81 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 12.6%
0.03%
$26.594M
892,128 shares@ 29.82 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Decreased -10.61%
0.03%
$24.991M
838,352 shares@ 29.82 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.33%
0.06%
$24.792M
831,115 shares@ 29.83 avg price
Ashleigh Swayze@Tribridge Partners Financial Llc
Recent Activity
Increased 4.76%
9.81%
$23.684M
793,969 shares@ 29.83 avg price

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