Synergy Investment Management »

Capital Group Growth Etf shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Capital Group Growth Etf (CGGR) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Capital Group Growth Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Growth Etf by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 73k 43.92
2025-03-31 $2.4M 69k 34.25
2024-12-31 $2.3M 62k 37.17

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 Growth Etf

LPL Financial
Capital Group Private Client Services
Commonwealth Equity Services
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Jones Financial Companies, L.L
Advisor Group Holdings
Royal Bank of Canada
UBS Group
Cambridge Investment Research Advisors
Mml Investors Services
Signature Estate and Investment Advisors

View all funds holding Capital Group Growth Etf