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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,403,002 | +2.5% | 192,103 | +8.7% | 0.92% | +6.4% |
| Q2 2023 | $4,293,912 | +12.2% | 176,777 | +6.5% | 0.87% | +5.0% |
| Q1 2023 | $3,827,563 | +21.6% | 165,983 | +10.7% | 0.83% | +15.2% |
| Q4 2022 | $3,148,927 | +74.4% | 149,878 | +55.2% | 0.72% | +62.3% |
| Q3 2022 | $1,806,000 | +41.2% | 96,600 | +51.7% | 0.44% | +42.9% |
| Q2 2022 | $1,279,000 | +520.9% | 63,675 | +649.1% | 0.31% | +620.9% |
| Q1 2022 | $206,000 | – | 8,500 | – | 0.04% | – |
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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% |