CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 227 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,800,743 | +38.8% | 131,970 | +23.5% | 0.75% | +23.5% |
| Q4 2023 | $2,739,072 | +15.2% | 106,870 | +3.0% | 0.61% | -1.8% |
| Q3 2023 | $2,377,487 | -3.1% | 103,730 | +2.7% | 0.62% | +6.2% |
| Q2 2023 | $2,453,750 | +5.5% | 101,019 | +0.2% | 0.58% | -2.2% |
| Q1 2023 | $2,325,715 | +10.3% | 100,855 | +0.5% | 0.60% | +0.5% |
| Q4 2022 | $2,107,680 | +553.6% | 100,318 | +481.7% | 0.59% | +471.2% |
| Q3 2022 | $322,494 | – | 17,246 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council, LLC | 978,482 | $22,563,791 | 18.40% |
| WNY Asset Management, LLC | 1,502,158 | $34,639,779 | 8.24% |
| Johnson Bixby & Associates, LLC | 1,033,106 | $23,823,424 | 5.26% |
| FinDec Wealth Services, Inc. | 226,147 | $5,214,950 | 3.94% |
| Carson Advisory Inc. | 164,702 | $3,798,027 | 3.38% |
| Smallwood Wealth Investment Management, LLC | 91,327 | $2,106,001 | 1.99% |
| HoyleCohen, LLC | 879,453 | $20,280,187 | 1.89% |
| Ergawealth Advisors, Inc. | 95,602 | $2,204,581 | 1.80% |
| Capital Group Private Client Services, Inc. | 6,236,319 | $143,809,538 | 1.78% |
| FINANCIAL MANAGEMENT NETWORK INC | 148,004 | $3,423,332 | 1.38% |