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Capital Group Dividend Growe shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Dividend Growe by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 15k 34.65
2025-03-31 $403k 13k 30.90
2024-12-31 $199k 6.7k 29.64

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Capital Group Dividend Growe

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Advance Capital Management
Capital Group Private Client Services
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Morgan Stanley
Confluence Wealth Services
Mml Investors Services
Wells Fargo & Company
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Capital Group Dividend Growe