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 | $202,913,304 | +15.9% | 8,853,110 | +22.8% | 2.47% | +19.7% |
| Q2 2023 | $175,106,195 | +21.8% | 7,208,982 | +15.6% | 2.06% | +15.8% |
| Q1 2023 | $143,809,538 | +35.9% | 6,236,319 | +23.8% | 1.78% | +33.4% |
| Q4 2022 | $105,818,906 | +45.9% | 5,036,597 | +29.9% | 1.34% | +31.4% |
| Q3 2022 | $72,525,000 | +70.0% | 3,878,365 | +82.5% | 1.02% | +84.6% |
| Q2 2022 | $42,665,000 | +703.0% | 2,124,737 | +871.4% | 0.55% | +850.0% |
| Q1 2022 | $5,313,000 | – | 218,720 | – | 0.06% | – |
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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% |