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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INCORPORATED Technology 57.0 $10K 0.01% +1.0 +1.8% $183.95 -10.4%
42 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 37.0 $3K 0.00% +1.0 +2.8% $89.27 -4.7%
43 EFA ISHARES TR MSCI EAFE ETF 26.0 $3K 0.00% +19.0 +271.4% $103.88 +4.0%
44 MILLROSE PPTYS INCORPORATED COM CLASS A REIT 19.0 $561.0 +1.0 +5.6% $29.53
Page 3 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%