Synergy Investment Management, LLC
Position in CGGE — Capital Group Global Equity ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGGE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,100
+$66,750 QoQ
Shares Held
2,500
+257.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#60
of 63 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGGE Over Time
Shares Held
Position Value (USD)
All Filings in CGGE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,100 | 2,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,350 | 700 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||