Synergy Investment Management, LLC
Position in CGCB — Capital Group Core Bond ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,041,909
+$231,414 QoQ
Shares Held
77,995
+13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#46
of 85 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CGCB Over Time
Shares Held
Position Value (USD)
All Filings in CGCB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,041,909 | 77,995 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,810,495 | 68,945 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,771,403 | 66,795 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,306,274 | 49,145 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $1,049,754 | 39,945 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $309,351 | 11,995 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||