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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,907,968 | +14.2% | 206,717 | +15.1% | 0.18% | +7.2% |
| Q1 2024 | $5,174,302 | +21.6% | 179,663 | +8.6% | 0.17% | +12.2% |
| Q4 2023 | $4,256,524 | +1.0% | 165,430 | -10.1% | 0.15% | -9.8% |
| 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 | 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% |