CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 95 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,356,808 | +11.1% | 6,341,917 | +17.8% | 0.19% | +11.8% |
| Q2 2023 | $130,815,122 | +9.7% | 5,385,555 | +4.2% | 0.17% | +1.8% |
| Q1 2023 | $119,223,796 | +32.4% | 5,170,157 | +20.7% | 0.17% | +22.1% |
| Q4 2022 | $90,014,466 | +85.3% | 4,284,362 | +65.0% | 0.14% | +60.0% |
| Q3 2022 | $48,571,000 | +79.3% | 2,597,368 | +92.5% | 0.08% | +80.9% |
| Q2 2022 | $27,093,000 | – | 1,349,249 | – | 0.05% | – |
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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% |