CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 211 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,225,971 | +29.0% | 313,382 | +26.2% | 0.24% | +24.5% |
| Q1 2024 | $7,150,723 | -2.4% | 248,289 | -12.8% | 0.20% | -8.0% |
| Q4 2023 | $7,329,422 | +4.1% | 284,859 | -7.3% | 0.21% | -11.2% |
| Q3 2023 | $7,040,772 | -8.8% | 307,189 | -3.3% | 0.24% | -57.1% |
| Q2 2023 | $7,717,370 | -5.1% | 317,718 | -10.0% | 0.56% | -9.3% |
| Q1 2023 | $8,136,329 | +6.2% | 352,833 | -3.3% | 0.62% | -2.5% |
| Q4 2022 | $7,663,797 | +11.7% | 364,769 | -0.6% | 0.63% | -2.6% |
| Q3 2022 | $6,862,000 | -1.0% | 366,965 | +6.3% | 0.65% | +1.7% |
| Q2 2022 | $6,931,000 | +2357.8% | 345,165 | +2878.1% | 0.64% | +2800.0% |
| Q1 2022 | $282,000 | – | 11,590 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council, LLC | 1,191,643 | $35,081,978 | 19.62% |
| Reliant Wealth Planning | 633,627 | $18,653,979 | 8.61% |
| Arlington Financial Advisors, LLC | 1,067,387 | $31,423,873 | 6.89% |
| Johnson Bixby & Associates, LLC | 1,289,655 | $37,967,443 | 6.36% |
| NavPoint Financial, Inc. | 246,836 | $7,266,862 | 6.31% |
| FinDec Wealth Services, Inc. | 265,174 | $7,806,715 | 4.93% |
| Carson Advisory Inc. | 196,782 | $5,793,261 | 4.06% |
| Capital Group Private Client Services, Inc. | 13,742,970 | $404,593,108 | 4.05% |
| WNY Asset Management, LLC | 1,032,832 | $30,406,589 | 4.03% |
| Investment Planning Advisors, Inc. | 251,138 | $7,393,505 | 3.77% |