CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 147 filers reported holding CAPITAL GROUP GBL GROWTH EQT in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,545,189 | +14.3% | 111,047 | +19.7% | 1.28% | +14.6% |
| Q2 2023 | $2,227,231 | +9.2% | 92,763 | +4.9% | 1.12% | -5.6% |
| Q1 2023 | $2,038,958 | +7.5% | 88,420 | -2.1% | 1.18% | -12.3% |
| Q4 2022 | $1,896,839 | +141.9% | 90,283 | +115.3% | 1.35% | +107.2% |
| Q3 2022 | $784,000 | +40.5% | 41,933 | +64.1% | 0.65% | +17.9% |
| Q2 2022 | $558,000 | – | 25,559 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Council Asset Management Inc | 316,339 | $6,352,000 | 7.93% |
| WNY Asset Management, LLC | 342,525 | $6,883,000 | 2.33% |
| FINANCIAL MANAGEMENT NETWORK INC | 96,340 | $1,937,000 | 1.03% |
| AXXCESS WEALTH MANAGEMENT, LLC | 345,165 | $6,931,000 | 0.64% |
| FSM Wealth Advisors, LLC | 25,559 | $558,000 | 0.55% |
| Capital Group Private Client Services, Inc. | 2,124,737 | $42,665,000 | 0.55% |
| MADISON WEALTH MANAGEMENT | 63,675 | $1,279,000 | 0.31% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 21,037 | $422,427 | 0.28% |
| Signature Wealth Management Group | 27,519 | $553,000 | 0.27% |
| &PARTNERS | 22,944 | $461,000 | 0.27% |