Synergy Investment Management, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CGUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$264,567
+$74,350 QoQ
Shares Held
5,948
+20.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#102
of 119 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,567 | 5,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $190,217 | 4,951 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $96,359 | 2,885 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $50,181 | 1,435 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||