Synergy Financial Group, LTD
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1905669
SAN RAMON, CA
Position in CGDG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$211,271
+$1,530 QoQ
Shares Held
5,885
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $211,271 | 5,885 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $209,741 | 5,885 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $203,915 | 5,885 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||