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 | 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% |