CWM, LLC - CAPITAL GROUP GBL GROWTH EQT ownership

CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 55 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of CAPITAL GROUP GBL GROWTH EQT
ValueSharesWeighting
Q2 2024$1,109
+9.5%
37,664
+7.1%
0.01%0.0%
Q1 2024$1,013
+19.3%
35,177
+6.7%
0.01%0.0%
Q4 2023$849
-12.8%
32,983
-22.4%
0.01%
-16.7%
Q3 2023$974
+267.5%
42,488
+289.8%
0.01%
+200.0%
Q2 2023$265
+3212.5%
10,900
+3059.4%
0.00%
Q1 2023$8
+14.3%
3450.0%0.00%
Q4 2022$7
-99.9%
3450.0%0.00%
Q3 2022$6,000
-62.5%
345
-56.9%
0.00%
Q2 2022$16,0008000.00%
Other shareholders
CAPITAL GROUP GBL GROWTH EQT shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Council, LLC 1,191,643$35,081,97819.62%
Reliant Wealth Planning 633,627$18,653,9798.61%
Arlington Financial Advisors, LLC 1,067,387$31,423,8736.89%
Johnson Bixby & Associates, LLC 1,289,655$37,967,4436.36%
NavPoint Financial, Inc. 246,836$7,266,8626.31%
FinDec Wealth Services, Inc. 265,174$7,806,7154.93%
Carson Advisory Inc. 196,782$5,793,2614.06%
Capital Group Private Client Services, Inc. 13,742,970$404,593,1084.05%
WNY Asset Management, LLC 1,032,832$30,406,5894.03%
Investment Planning Advisors, Inc. 251,138$7,393,5053.77%
View complete list of CAPITAL GROUP GBL GROWTH EQT shareholders