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 | $28,626,945 | -13.2% | 1,248,997 | -8.0% | 5.58% | -20.4% |
| Q2 2023 | $32,974,196 | -4.8% | 1,357,521 | -9.6% | 7.01% | -14.8% |
| Q1 2023 | $34,639,779 | +72.2% | 1,502,158 | +56.9% | 8.24% | +51.4% |
| Q4 2022 | $20,114,171 | +194.0% | 957,362 | +161.7% | 5.44% | +119.0% |
| Q3 2022 | $6,842,000 | -0.6% | 365,796 | +6.8% | 2.48% | +6.5% |
| Q2 2022 | $6,883,000 | – | 342,525 | – | 2.33% | – |
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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% |