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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $897,000 | – | 47,971 | – | 0.81% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Council, LLC | 1,024,333 | $23,477,714 | 18.68% |
Johnson Bixby & Associates, LLC | 1,382,040 | $31,676,357 | 6.60% |
WNY Asset Management, LLC | 1,248,997 | $28,626,945 | 5.58% |
FinDec Wealth Services, Inc. | 240,973 | $5,523,101 | 3.99% |
Carson Advisory Inc. | 184,798 | $4,235,563 | 3.71% |
WEST MICHIGAN ADVISORS, LLC | 288,317 | $6,608,226 | 3.53% |
Capital Group Private Client Services, Inc. | 8,853,110 | $202,913,304 | 2.47% |
Paragon Advisors, LLC | 243,965 | $5,591 | 2.31% |
Smallwood Wealth Investment Management, LLC | 90,996 | $2,085,631 | 1.90% |
HoyleCohen, LLC | 888,416 | $20,362,492 | 1.89% |