CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 130 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $790,000 | +12.4% | 26,642 | +9.2% | 0.04% | +15.2% |
| Q1 2024 | $703,000 | +23.8% | 24,407 | +10.6% | 0.03% | +6.5% |
| Q4 2023 | $568,000 | -20.8% | 22,074 | -29.4% | 0.03% | -31.1% |
| Q3 2023 | $717,000 | -56.3% | 31,280 | -53.4% | 0.04% | -50.5% |
| Q2 2023 | $1,639,000 | – | 67,164 | – | 0.09% | – |
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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% |