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Capital Group Core Equity Et shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et 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 Core Equity Et by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $190k 5.0k 38.42
2025-03-31 $96k 2.9k 33.40
2024-12-31 $50k 1.4k 34.97

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Jones Financial Companies, L.L
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Capital Research and Management Company - Division 3
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Benjamin Edwards
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et