Smallwood Wealth Investment Management, LLC - CAPITAL GROUP GBL GROWTH EQT ownership

CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 1 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of CAPITAL GROUP GBL GROWTH EQT
ValueSharesWeighting
Q3 2023$2,085,631
-2.6%
90,996
+3.3%
1.90%
-0.5%
Q2 2023$2,140,629
+1.6%
88,128
-3.5%
1.91%
-4.3%
Q1 2023$2,106,001
+11.0%
91,327
+1.1%
1.99%
+24.2%
Q4 2022$1,897,518
+111.5%
90,315
+88.3%
1.61%
+99.3%
Q3 2022$897,00047,9710.81%
Other shareholders
CAPITAL GROUP GBL GROWTH EQT shareholders Q4 2023
NameSharesValueWeighting ↓
ST GERMAIN D J CO INC 838,208$21,567,0921.12%
View complete list of CAPITAL GROUP GBL GROWTH EQT shareholders