Capital Planning LLC - CAPITAL GROUP GBL GROWTH EQT ownership

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
Capital Planning LLC ownership history of CAPITAL GROUP GBL GROWTH EQT
ValueSharesWeighting
Q3 2023$361,146
-5.8%
15,757
+0.3%
0.14%
-4.7%
Q2 2023$383,330
+5.8%
15,7090.0%0.15%
-0.7%
Q1 2023$362,239
-73.8%
15,709
-76.1%
0.15%
-75.6%
Q4 2022$1,381,37765,7490.61%
Other shareholders
CAPITAL GROUP GBL GROWTH EQT shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Council, LLC 1,024,333$23,477,71418.68%
Johnson Bixby & Associates, LLC 1,382,040$31,676,3576.60%
WNY Asset Management, LLC 1,248,997$28,626,9455.58%
FinDec Wealth Services, Inc. 240,973$5,523,1013.99%
Carson Advisory Inc. 184,798$4,235,5633.71%
WEST MICHIGAN ADVISORS, LLC 288,317$6,608,2263.53%
Capital Group Private Client Services, Inc. 8,853,110$202,913,3042.47%
Paragon Advisors, LLC 243,965$5,5912.31%
Smallwood Wealth Investment Management, LLC 90,996$2,085,6311.90%
HoyleCohen, LLC 888,416$20,362,4921.89%
View complete list of CAPITAL GROUP GBL GROWTH EQT shareholders