CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 130 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,806,715 | +2.3% | 265,174 | +0.1% | 4.93% | +2.8% |
| Q1 2024 | $7,627,526 | +11.6% | 264,845 | -0.3% | 4.79% | +5.0% |
| Q4 2023 | $6,831,726 | +23.7% | 265,516 | +10.2% | 4.56% | +14.4% |
| Q3 2023 | $5,523,101 | -4.9% | 240,973 | +0.8% | 3.99% | -1.7% |
| Q2 2023 | $5,805,991 | +11.3% | 239,028 | +5.7% | 4.06% | +3.0% |
| Q1 2023 | $5,214,950 | – | 226,147 | – | 3.94% | – |
Download | ||||||
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% |