CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 108 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,318,000 | -3.2% | 1,104,605 | +2.5% | 0.01% | 0.0% |
Q2 2023 | $26,166,000 | +32.8% | 1,077,227 | +26.1% | 0.01% | +16.7% |
Q1 2023 | $19,701,000 | +2.1% | 854,325 | -7.0% | 0.01% | 0.0% |
Q4 2022 | $19,302,000 | +116.6% | 918,700 | +92.8% | 0.01% | +100.0% |
Q3 2022 | $8,912,000 | +292.4% | 476,602 | +321.5% | 0.00% | +200.0% |
Q2 2022 | $2,271,000 | +2928.0% | 113,076 | +3570.1% | 0.00% | – |
Q1 2022 | $75,000 | – | 3,081 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Council Asset Management Inc | 1,024,333 | $23,477,714 | 18.68% |
Johnson Bixby & Associates, LLC | 1,382,040 | $31,676,357 | 6.60% |
WNY Asset Management, LLC | 1,248,997 | $28,626,945 | 5.58% |
FinDec Wealth Services, Inc. | 240,973 | $5,523,101 | 3.99% |
Carson Advisory Inc. | 184,798 | $4,235,563 | 3.71% |
WEST MICHIGAN ADVISORS, LLC | 288,317 | $6,608,226 | 3.53% |
Capital Group Private Client Services, Inc. | 8,853,110 | $202,913,304 | 2.47% |
Paragon Advisors, LLC | 243,965 | $5,591 | 2.31% |
Smallwood Wealth Investment Management, LLC | 90,996 | $2,085,631 | 1.90% |
HoyleCohen, LLC | 888,416 | $20,362,492 | 1.89% |