CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 147 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |