CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 24 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,216,252 | +25.7% | 183,955 | +33.2% | 0.16% | +29.1% |
| Q2 2023 | $3,354,040 | +40.5% | 138,083 | +33.4% | 0.13% | +29.6% |
| Q1 2023 | $2,387,036 | +27.1% | 103,514 | +15.8% | 0.10% | +16.7% |
| Q4 2022 | $1,877,419 | +59.2% | 89,358 | +41.7% | 0.08% | +37.7% |
| Q3 2022 | $1,179,000 | +27.0% | 63,049 | +36.4% | 0.06% | 0.0% |
| Q2 2022 | $928,000 | +38.5% | 46,214 | +67.6% | 0.06% | +64.9% |
| Q1 2022 | $670,000 | – | 27,579 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council, LLC | 355,627 | $6,650,000 | 7.68% |
| Carson Advisory Inc. | 143,799 | $2,689,000 | 2.98% |
| WNY Asset Management, LLC | 365,796 | $6,842,000 | 2.48% |
| Souders Financial Advisors | 213,762 | $3,997,000 | 1.08% |
| FINANCIAL MANAGEMENT NETWORK INC | 109,300 | $2,169,000 | 1.07% |
| Capital Group Private Client Services, Inc. | 3,878,365 | $72,525,000 | 1.02% |
| Smallwood Wealth Investment Management, LLC | 47,971 | $897,000 | 0.81% |
| FSM Wealth Advisors, LLC | 41,933 | $784,000 | 0.65% |
| AXXCESS WEALTH MANAGEMENT, LLC | 366,965 | $6,862,000 | 0.65% |
| Main Street Financial Solutions, LLC | 196,322 | $3,671,000 | 0.60% |