Synergy Investment Management’s Capital Group Global Equity ETF CGGE Stock Holding History

Synergy Investment Management’s Portfolio CGGE Stock Details CGGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.4K	Buy	+700	New	+$22.4K	0.01%	396

Other funds holding CGGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Synergy Investment Management's CGGE Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Capital Group Global Equity ETF (CGGE) in Q1 2026: 700 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #396 among its holdings.

169 funds tracked by Wall St. Rank hold CGGE as of Q1 2026.

Synergy Investment Management held 700 shares of Capital Group Global Equity ETF worth $21.4K as of Q1 2026.
Capital Group Global Equity ETF was a new Synergy Investment Management position in Q1 2026.
Capital Group Global Equity ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #396 holding.
169 funds tracked by Wall St. Rank held Capital Group Global Equity ETF as of Q1 2026.

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