CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 147 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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, LLC | 355,627 | $6,650,000 | 7.68% |
| Carson Advisory Inc. | 143,799 | $2,689,000 | 2.98% |
| WNY Asset Management, LLC | 365,796 | $6,842,000 | 2.48% |
| Souders Financial Advisors | 213,762 | $3,997,000 | 1.08% |
| FINANCIAL MANAGEMENT NETWORK INC | 109,300 | $2,169,000 | 1.07% |
| Capital Group Private Client Services, Inc. | 3,878,365 | $72,525,000 | 1.02% |
| Smallwood Wealth Investment Management, LLC | 47,971 | $897,000 | 0.81% |
| FSM Wealth Advisors, LLC | 41,933 | $784,000 | 0.65% |
| AXXCESS WEALTH MANAGEMENT, LLC | 366,965 | $6,862,000 | 0.65% |
| Main Street Financial Solutions, LLC | 196,322 | $3,671,000 | 0.60% |