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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $129M AUM 214 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 44 Added 39 Reduced 10 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 3,019.0 $604K 0.47% +724.0 +31.6% $200.06 +14.0%
22 IYE ISHARES TR U.S. ENERGY ETF 9,322.0 $528K 0.41% +137.0 +1.5% $56.59 +16.5%
23 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 3,385.0 $397K 0.31% +50.0 +1.5% $117.28 -1.2%
24 IEMG ISHARES INCORPORATED CORE MSCI EMKT 4,515.0 $374K 0.29% +3K +223.7% $82.83 -0.5%
25 IBM INTERNATIONAL BUSINESS MACHINES Technology 1,321.0 $371K 0.29% +215.0 +19.4% $281.21 -15.1%
26 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,901.0 $352K 0.27% +29.0 +1.6% $185.23 -3.5%
27 XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 2,704.0 $290K 0.23% +43.0 +1.6% $107.13 +4.0%
28 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 3,292.0 $122K 0.09% +42.0 +1.3% $36.95 +14.6%
29 RJF RAYMOND JAMES FINL INCORPORATED Financial Services 549.0 $83K 0.07% +8.0 +1.5% $151.89 +15.9%
30 AMGN AMGEN INCORPORATED Healthcare 229.0 $83K 0.06% +2.0 +0.9% $362.18 +20.7%
31 RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A Consumer Cyclical 4,150.0 $72K 0.06% +4K +4900.0% $17.35 -3.2%
32 ABT ABBOTT LABORATORIES Healthcare 692.0 $63K 0.05% +6.0 +0.9% $90.68 +23.1%
33 MCD MCDONALDS CORPORATION Consumer Cyclical 216.0 $58K 0.04% +2.0 +0.9% $270.04 -3.7%
34 VGT VANGUARD INFORMATION TECHNOLOGY ETF 392.0 $47K 0.04% +343.0 +700.0% $119.52 +2.0%
35 BAC BANK OF AMER CORPORATION Financial Services 556.0 $32K 0.03% +3.0 +0.5% $56.97 +7.4%
36 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 154.0 $17K 0.01% +3.0 +2.0% $107.17 -1.4%
37 VUG VANGUARD GROWTH ETF 168.0 $14K 0.01% +135.0 +409.1% $86.14 +3.2%
38 ACN ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) Technology 116.0 $14K 0.01% +1.0 +0.9% $124.48 +50.5%
39 WM WASTE MGMT INCORPORATED DEL Industrials 64.0 $14K 0.01% +1.0 +1.6% $221.39 -1.6%
40 DEO DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) Consumer Defensive 165.0 $13K 0.01% +1.0 +0.6% $80.48 +14.4%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 20.0%
Industrials 11.2%
Energy 11.1%
Consumer Cyclical 10.0%
Healthcare 6.4%
Communication Services 5.7%
Consumer Defensive 5.6%
Basic Materials 2.8%
Real Estate 1.3%