CAPITAL GROUP GBL GROWTH EQT's ticker is and the CUSIP is 14020X104. A total of 149 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,125,567 | +3.3% | 140,135 | +1.0% | 1.38% | -2.5% |
| Q1 2024 | $3,994,985 | -3.6% | 138,715 | -13.9% | 1.42% | -19.5% |
| Q4 2023 | $4,144,960 | +62.9% | 161,094 | +45.1% | 1.76% | +37.7% |
| 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, 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% |