CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 184 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,975,212 | +5.8% | 101,060 | +3.5% | 2.30% | +5.4% |
| Q1 2024 | $2,812,325 | +13.5% | 97,650 | +1.4% | 2.18% | +6.3% |
| Q4 2023 | $2,478,445 | +18.8% | 96,325 | +5.9% | 2.05% | +8.1% |
| 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% | – |
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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% |