CGMU

Cap Group Municipal Income

Latest period2026 - Q2Total superinvestors35

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, 35 superinvestors own shares of Cap Group Municipal Income (CGMU), 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 Municipal Income (CGMU), 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 Municipal Income (CGMU) 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 Municipal Income (CGMU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 8.82%
0.75%
$9.797M
356,633 shares@ 27.48 avg price
Gregory Farland@Alliance Private Wealth, Llc
Recent Activity
Decreased -11.28%
3.02%
$8.675M
315,801 shares@ 27.47 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.8%
0.14%
$7.08M
257,734 shares@ 27.48 avg price
Holly Kathleen Pizzi@Leverty Financial Group, Llc
Recent Activity
Increased 16.19%
0.9%
$4.601M
167,503 shares@ 27.47 avg price
J. Charles Mann@Trinity Wealth Management, Llc
Recent Activity
Increased 0.51%
1.25%
$3.933M
143,162 shares@ 27.47 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Increased 4.39%
0.46%
$3.547M
129,138 shares@ 27.48 avg price
Heather Bush@Snider Financial Group
Recent Activity
New Position
0.63%
$2.442M
88,906 shares@ 27.47 avg price
Aryn Sands@Bay Colony Advisory Group, Inc D B A Bay Colony Advisors
Recent Activity
Decreased -24.61%
0.26%
$2.331M
84,849 shares@ 27.48 avg price
Louis Melone Jr.@Melone Private Wealth, Llc
Recent Activity
Increased 4.02%
0.88%
$2.303M
83,852 shares@ 27.47 avg price
Airene Williamson@Steelpeak Wealth, Llc
Recent Activity
Decreased -11.01%
0.05%
$1.722M
62,684 shares@ 27.48 avg price

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