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 | $60,955,279 | +17.1% | 2,659,480 | +24.1% | 0.04% | +16.2% |
Q2 2023 | $52,062,254 | +22.0% | 2,143,362 | +15.8% | 0.04% | +12.1% |
Q1 2023 | $42,667,547 | +51.6% | 1,850,284 | +38.1% | 0.03% | +37.5% |
Q4 2022 | $28,142,855 | +133.5% | 1,339,498 | +107.8% | 0.02% | +100.0% |
Q3 2022 | $12,052,000 | +157.0% | 644,506 | +176.0% | 0.01% | +200.0% |
Q2 2022 | $4,690,000 | – | 233,547 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Council Asset Management Inc | 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% |