Synergy Investment Management’s Capital Group Growth ETF CGGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.45M	Sell	73,195 -463	-0.6%	-$20.9K	0.84%	31
2026 Q1	$2.96M	Buy	73,658 +1,235	+2%	+$53.3K	0.97%	28
2025 Q4	$3.22M	Sell	72,423 -695	-1%	-$30.7K	1.14%	25
2025 Q3	$3.21M	Buy	+73,118	New	+$3.09M	1.23%	24
2025 Q2	–	Sell	-69,432	Closed	-$2.38M	–	151
2025 Q1	$2.38M	Buy	69,432 +7,177	+12%	+$269K	0.99%	26
2024 Q4	$2.31M	Buy	+62,255	New	+$2.29M	1%	27

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Synergy Investment Management's CGGR Position: Q2 2026 in Review

Synergy Investment Management reduced its Capital Group Growth ETF (CGGR) stake by 0.63% in Q2 2026, selling an estimated $20.9K and leaving 73,195 shares worth $3.45M. The position accounts for 0.84% of the portfolio, ranked #31.

Synergy Investment Management first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Synergy Investment Management held 73,195 shares of Capital Group Growth ETF worth $3.45M as of Q2 2026.
Synergy Investment Management sold 463 Capital Group Growth ETF shares in Q2 2026, an estimated $20.9K.
Capital Group Growth ETF made up 0.84% of Synergy Investment Management's portfolio in Q2 2026, its #31 holding.
Synergy Investment Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.