CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 24 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |