Synergy Investment Management, LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGCV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$622,759
+$57,115 QoQ
Shares Held
18,975
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#34
of 53 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,759 | 18,975 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $565,644 | 18,975 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $578,547 | 18,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $700,810 | 23,275 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $511,117 | 18,850 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $95,544 | 3,600 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||