CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 184 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,263,000 | +20.1% | 1,877,139 | +17.5% | 0.01% | +18.2% |
| Q1 2024 | $46,028,000 | +54.7% | 1,598,217 | +38.2% | 0.01% | +57.1% |
| Q4 2023 | $29,745,000 | +17.5% | 1,156,057 | +4.7% | 0.01% | 0.0% |
| 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 | 1,191,643 | $35,081,978 | 19.62% |
| Reliant Wealth Planning | 633,627 | $18,653,979 | 8.61% |
| Arlington Financial Advisors, LLC | 1,067,387 | $31,423,873 | 6.89% |
| Johnson Bixby & Associates, LLC | 1,289,655 | $37,967,443 | 6.36% |
| NavPoint Financial, Inc. | 246,836 | $7,266,862 | 6.31% |
| FinDec Wealth Services, Inc. | 265,174 | $7,806,715 | 4.93% |
| Carson Advisory Inc. | 196,782 | $5,793,261 | 4.06% |
| Capital Group Private Client Services, Inc. | 13,742,970 | $404,593,108 | 4.05% |
| WNY Asset Management, LLC | 1,032,832 | $30,406,589 | 4.03% |
| Investment Planning Advisors, Inc. | 251,138 | $7,393,505 | 3.77% |