CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 95 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,064,286 | +4.9% | 482,735 | +11.2% | 0.11% | +2.8% |
| Q2 2023 | $10,546,111 | +35.7% | 434,175 | +28.8% | 0.11% | +26.2% |
| Q1 2023 | $7,773,556 | +15.0% | 337,101 | +4.8% | 0.08% | +40.0% |
| Q4 2022 | $6,757,383 | -99.7% | 321,627 | +18.0% | 0.06% | +122.2% |
| Q3 2022 | $2,551,549,000 | +342389.8% | 272,648 | +635.2% | 0.03% | +237.5% |
| Q2 2022 | $745,000 | +100.3% | 37,085 | +142.4% | 0.01% | +100.0% |
| Q1 2022 | $372,000 | – | 15,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council Asset Management Inc | 316,339 | $6,352,000 | 7.93% |
| WNY Asset Management, LLC | 342,525 | $6,883,000 | 2.33% |
| FINANCIAL MANAGEMENT NETWORK INC | 96,340 | $1,937,000 | 1.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 345,165 | $6,931,000 | 0.64% |
| FSM Wealth Advisors, LLC | 25,559 | $558,000 | 0.55% |
| Capital Group Private Client Services, Inc. | 2,124,737 | $42,665,000 | 0.55% |
| MADISON WEALTH MANAGEMENT | 63,675 | $1,279,000 | 0.31% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 21,037 | $422,427 | 0.28% |
| Signature Wealth Management Group | 27,519 | $553,000 | 0.27% |
| &PARTNERS | 22,944 | $461,000 | 0.27% |