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 | $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 Asset Management Inc | 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% |