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 | $69,711,295 | +7.0% | 3,041,505 | +13.4% | 0.02% | +9.1% |
| Q2 2023 | $65,147,213 | +75.9% | 2,682,059 | +67.0% | 0.02% | +57.1% |
| Q1 2023 | $37,028,203 | +102.6% | 1,605,733 | +84.6% | 0.01% | +100.0% |
| Q4 2022 | $18,276,830 | +62.4% | 869,911 | +44.5% | 0.01% | +40.0% |
| Q3 2022 | $11,257,000 | +15.0% | 601,967 | +23.5% | 0.01% | +25.0% |
| Q2 2022 | $9,785,000 | – | 487,316 | – | 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% |