Synergy Investment Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in CGBL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,887 | 31,820 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,056,903 | 30,715 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,085,160 | 30,715 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $969,208 | 27,915 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $963,942 | 31,115 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $547,694 | 17,515 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||