CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 108 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,304,379 | +11.3% | 2,020,134 | +17.8% | 0.07% | -9.3% |
| Q2 2023 | $41,610,883 | +24.8% | 1,715,175 | +18.6% | 0.08% | +19.0% |
| Q1 2023 | $33,342,851 | +22.6% | 1,445,892 | +11.7% | 0.06% | +14.5% |
| Q4 2022 | $27,192,171 | +40.8% | 1,294,161 | +25.3% | 0.06% | +25.0% |
| Q3 2022 | $19,317,000 | +4.0% | 1,032,854 | +11.7% | 0.04% | +7.3% |
| Q2 2022 | $18,573,000 | +1934.3% | 924,924 | +2360.0% | 0.04% | +1950.0% |
| Q1 2022 | $913,000 | – | 37,599 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council Asset Management Inc | 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% |