Synergy Investment Management, LLC
Position in CGGR — Capital Group Growth ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,454,804
+$494,490 QoQ
Shares Held
73,195
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.96%
of 13F equity value
Holder Rank
#89
of 177 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CGGR Over Time
Shares Held
Position Value (USD)
All Filings in CGGR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,454,804 | 73,195 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,960,314 | 73,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,220,650 | 72,423 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,211,342 | 73,118 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $2,378,046 | 69,432 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,314,018 | 62,255 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||