ST GERMAIN D J CO INC - CAPITAL GROUP GBL GROWTH EQT ownership

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
ST GERMAIN D J CO INC ownership history of CAPITAL GROUP GBL GROWTH EQT
ValueSharesWeighting
Q4 2023$21,567,092
+8.3%
838,208
-3.6%
1.12%
+0.4%
Q3 2023$19,920,253
-16.5%
869,121
-11.5%
1.12%
-11.1%
Q2 2023$23,845,517
+62.7%
981,701
-29.6%
1.26%
-74.4%
Q4 2022$14,656,4481,393,7944.93%
Other shareholders
CAPITAL GROUP GBL GROWTH EQT shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Council, LLC 1,024,333$23,477,71418.68%
Johnson Bixby & Associates, LLC 1,382,040$31,676,3576.60%
WNY Asset Management, LLC 1,248,997$28,626,9455.58%
FinDec Wealth Services, Inc. 240,973$5,523,1013.99%
Carson Advisory Inc. 184,798$4,235,5633.71%
WEST MICHIGAN ADVISORS, LLC 288,317$6,608,2263.53%
Capital Group Private Client Services, Inc. 8,853,110$202,913,3042.47%
Paragon Advisors, LLC 243,965$5,5912.31%
Smallwood Wealth Investment Management, LLC 90,996$2,085,6311.90%
HoyleCohen, LLC 888,416$20,362,4921.89%
View complete list of CAPITAL GROUP GBL GROWTH EQT shareholders