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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,176,591 | -19.6% | 793,045 | -14.8% | 0.01% | -25.0% |
Q2 2023 | $22,611,415 | +203.8% | 930,894 | +162.8% | 0.01% | +166.7% |
Q4 2022 | $7,442,814 | +19.3% | 354,251 | +14.0% | 0.00% | 0.0% |
Q2 2022 | $6,238,000 | +66.3% | 310,663 | +101.1% | 0.00% | +200.0% |
Q1 2022 | $3,752,000 | – | 154,476 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Council, LLC | 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% |