CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 227 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $89,385,995 | +74.7% | 3,036,209 | +70.9% | 0.03% | +63.2% |
| Q1 2024 | $51,167,720 | +34.8% | 1,776,657 | +20.4% | 0.02% | +18.8% |
| Q4 2023 | $37,961,361 | +34.5% | 1,475,374 | +19.8% | 0.02% | +23.1% |
| Q3 2023 | $28,230,321 | +59.2% | 1,231,689 | +68.7% | 0.01% | +62.5% |
| Q2 2023 | $17,731,653 | +19.5% | 729,998 | +13.5% | 0.01% | +14.3% |
| Q1 2023 | $14,833,901 | +23.8% | 643,274 | +12.8% | 0.01% | +16.7% |
| Q4 2022 | $11,981,787 | +107.4% | 570,290 | +84.6% | 0.01% | +100.0% |
| Q3 2022 | $5,777,000 | +62.1% | 308,948 | +74.1% | 0.00% | +50.0% |
| Q2 2022 | $3,564,000 | +1046.0% | 177,484 | +1285.9% | 0.00% | – |
| Q1 2022 | $311,000 | – | 12,806 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council, LLC | 1,191,643 | $35,081,978 | 19.62% |
| Reliant Wealth Planning | 633,627 | $18,653,979 | 8.61% |
| Arlington Financial Advisors, LLC | 1,067,387 | $31,423,873 | 6.89% |
| Johnson Bixby & Associates, LLC | 1,289,655 | $37,967,443 | 6.36% |
| NavPoint Financial, Inc. | 246,836 | $7,266,862 | 6.31% |
| FinDec Wealth Services, Inc. | 265,174 | $7,806,715 | 4.93% |
| Carson Advisory Inc. | 196,782 | $5,793,261 | 4.06% |
| Capital Group Private Client Services, Inc. | 13,742,970 | $404,593,108 | 4.05% |
| WNY Asset Management, LLC | 1,032,832 | $30,406,589 | 4.03% |
| Investment Planning Advisors, Inc. | 251,138 | $7,393,505 | 3.77% |