CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 70 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,477,714 | -3.1% | 1,024,333 | +2.7% | 18.68% | +1.0% |
| Q2 2023 | $24,232,623 | +7.4% | 997,638 | +2.0% | 18.50% | +0.5% |
| Q1 2023 | $22,563,791 | +11.1% | 978,482 | +1.2% | 18.40% | +44.6% |
| Q4 2022 | $20,311,288 | +205.4% | 966,744 | +171.8% | 12.72% | +65.7% |
| Q3 2022 | $6,650,000 | +4.7% | 355,627 | +12.4% | 7.68% | -3.1% |
| Q2 2022 | $6,352,000 | +156.4% | 316,339 | +210.2% | 7.93% | +164.3% |
| Q1 2022 | $2,477,000 | – | 101,969 | – | 3.00% | – |
Download | ||||||
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% |