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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,024,333 | $23,477,714 | 18.68% |
| Johnson Bixby & Associates, LLC | 1,382,040 | $31,676,357 | 6.60% |
| WNY Asset Management, LLC | 1,248,997 | $28,626,945 | 5.58% |
| FinDec Wealth Services, Inc. | 240,973 | $5,523,101 | 3.99% |
| Carson Advisory Inc. | 184,798 | $4,235,563 | 3.71% |
| WEST MICHIGAN ADVISORS, LLC | 288,317 | $6,608,226 | 3.53% |
| Capital Group Private Client Services, Inc. | 8,853,110 | $202,913,304 | 2.47% |
| Paragon Advisors, LLC | 243,965 | $5,591 | 2.31% |
| Smallwood Wealth Investment Management, LLC | 90,996 | $2,085,631 | 1.90% |
| HoyleCohen, LLC | 888,416 | $20,362,492 | 1.89% |