CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 128 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $377,321 | +3.1% | 15,534 | -2.1% | 0.18% | +1.1% |
| Q1 2023 | $365,847 | +4.8% | 15,865 | -4.5% | 0.17% | +1.8% |
| Q4 2022 | $349,018 | -29.1% | 16,612 | -36.8% | 0.17% | -31.6% |
| Q3 2022 | $492,000 | -11.0% | 26,284 | -4.5% | 0.25% | -7.1% |
| Q2 2022 | $553,000 | – | 27,519 | – | 0.27% | – |
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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% |