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Synergy Financial Group’s Capital Group Dividend Growers ETF CGDG Stock Holding History

Synergy Financial Group’s Portfolio CGDG Stock Details CGDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Hold
5,885
– – 0.16% 119
2025
Q4 		$210K Hold
5,885
– – 0.15% 110
2025
Q3 		$204K Buy
+5,885
New +$200K 0.14% 112

Other funds holding CGDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Synergy Financial Group's CGDG Position: Q1 2026 in Review

Synergy Financial Group held its Capital Group Dividend Growers ETF (CGDG) position steady in Q1 2026 at 5,885 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #119.

Synergy Financial Group first reported a position in CGDG in Q3 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold CGDG as of Q1 2026.

  • Synergy Financial Group held 5,885 shares of Capital Group Dividend Growers ETF worth $211K as of Q1 2026.
  • Synergy Financial Group left its Capital Group Dividend Growers ETF share count unchanged in Q1 2026.
  • Capital Group Dividend Growers ETF made up 0.16% of Synergy Financial Group's portfolio in Q1 2026, its #119 holding.
  • Synergy Financial Group first reported a position in Capital Group Dividend Growers ETF in Q3 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Capital Group Dividend Growers ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.