Synergy Investment Management, LLC
Position in CGBL — Capital Group Core Balanced ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGBL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,207,887
+$150,984 QoQ
Shares Held
31,820
+3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#56
of 97 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CGBL Over Time
Shares Held
Position Value (USD)
All Filings in CGBL
Export CSV
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. | ||||||