CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 70 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $812,681 | -5.6% | 35,457 | +0.1% | 0.38% | -1.6% |
Q2 2023 | $860,621 | +5.3% | 35,431 | +14.0% | 0.38% | -2.0% |
Q1 2023 | $817,041 | +74.2% | 31,088 | +39.2% | 0.39% | +68.7% |
Q4 2022 | $469,081 | +14.1% | 22,327 | +1.5% | 0.23% | -2.1% |
Q3 2022 | $411,000 | -10.8% | 21,999 | -4.1% | 0.24% | -10.5% |
Q2 2022 | $461,000 | – | 22,944 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Council, LLC | 316,339 | $6,352,000 | 7.93% |
WNY Asset Management, LLC | 342,525 | $6,883,000 | 2.33% |
FINANCIAL MANAGEMENT NETWORK INC | 96,340 | $1,937,000 | 1.03% |
AXXCESS WEALTH MANAGEMENT, LLC | 345,165 | $6,931,000 | 0.64% |
FSM Wealth Advisors, LLC | 25,559 | $558,000 | 0.55% |
Capital Group Private Client Services, Inc. | 2,124,737 | $42,665,000 | 0.55% |
MADISON WEALTH MANAGEMENT | 63,675 | $1,279,000 | 0.31% |
SILVERLAKE WEALTH MANAGEMENT LLC | 21,037 | $422,427 | 0.28% |
Signature Wealth Management Group | 27,519 | $553,000 | 0.27% |
&PARTNERS | 22,944 | $461,000 | 0.27% |