CrossGen Wealth, LLC
CrossGen Wealth, LLC reported 214 positions worth $128.7M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (11.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $14.8M | 11.48% | 19,739 | — | — | |
| ▸ 2 | IEFA | SH | $6.2M | 4.83% | 64,385 | — | — | |
| ▸ 3 | AAPL | SH | $6.0M | 4.65% | 20,683 | — | — | |
| ▸ 4 | AVGO | SH | $5.5M | 4.24% | 14,442 | — | — | |
| ▸ 5 | VLO | SH | $5.2M | 4.02% | 19,854 | — | — | |
| ▸ 6 | GOOGL | SH | $5.2M | 4.00% | 14,423 | — | — | |
| ▸ 7 | JPM | SH | $4.5M | 3.52% | 13,849 | — | — | |
| ▸ 8 | WMT | SH | $4.4M | 3.42% | 38,868 | — | — | |
| ▸ 9 | MSFT | SH | $4.4M | 3.39% | 11,698 | — | — | |
| ▸ 10 | MPC | SH | $4.0M | 3.11% | 15,679 | — | — |
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Frequently Asked Questions
What stocks does CrossGen Wealth, LLC hold as of Q2 2026?
CrossGen Wealth, LLC reported 214 positions worth $128.7M in its Q2 2026 13F filing. Largest positions: IVV (11.5%), IEFA (4.8%), AAPL (4.6%), AVGO (4.2%) and VLO (4.0%).
What did CrossGen Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did CrossGen Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.