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 | $714,731 | +1.1% | 31,184 | +7.1% | 0.40% | +2.0% |
| Q2 2023 | $707,204 | +25.2% | 29,115 | +18.9% | 0.39% | +14.9% |
| Q1 2023 | $564,740 | +22.8% | 24,490 | +11.9% | 0.34% | +19.2% |
| Q4 2022 | $459,984 | +16.7% | 21,894 | +3.9% | 0.29% | +7.5% |
| Q3 2022 | $394,163 | -6.7% | 21,078 | +0.2% | 0.27% | -3.3% |
| Q2 2022 | $422,427 | – | 21,037 | – | 0.28% | – |
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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% |