Synergy Financial Group, LTD
Position in CGDV — Capital Group Dividend Value ETF
CIK 1905669
SAN RAMON, CA
Position in CGDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$299,311
+$68,456 QoQ
Shares Held
7,036
+33.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGDV Over Time
Shares Held
Position Value (USD)
All Filings in CGDV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,311 | 7,036 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,855 | 5,290 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $222,338 | 5,290 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $208,902 | 5,290 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||