Synergy Investment Management, LLC
Position in CGGO — Capital Group Global Growth Equity ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$572,513
+$171,239 QoQ
Shares Held
13,525
+12.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#95
of 136 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in CGGO Over Time
Shares Held
Position Value (USD)
All Filings in CGGO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,513 | 13,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $401,274 | 12,025 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $416,666 | 12,025 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $400,984 | 11,735 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $310,496 | 10,960 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $299,797 | 10,260 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||