Synergy Investment Management, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGDG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$689,621
+$29,600 QoQ
Shares Held
18,385
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#60
of 84 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,621 | 18,385 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $660,021 | 18,385 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $655,241 | 18,385 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $502,425 | 14,500 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $403,245 | 13,050 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $198,588 | 6,700 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||