SIM
CGCV

Synergy Investment Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Synergy Investment Management’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,850
Closed -$511K – 592
2025
Q1 		$511K Buy
18,850
+15,250
+424% +$414K 0.21% 75
2024
Q4 		$95.5K Buy
+3,600
New +$95.5K 0.04% 179