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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 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DLTR DOLLAR TREE INCORPORATED Consumer Defensive 1,509.0 $183K 0.14% -52.0 -3.3% $120.95 +5.0%
22 AGG ISHARES TR CORE US AGGBD ET 1,709.0 $169K 0.13% -36.0 -2.1% $98.98 -1.2%
23 LMT LOCKHEED MARTIN CORPORATION Industrials 315.0 $161K 0.12% -115.0 -26.7% $509.74 +11.0%
24 TSLA TESLA INCORPORATED Consumer Cyclical 358.0 $151K 0.12% -2K -80.7% $420.60 -15.6%
25 V VISA INCORPORATED COM CLASS A Financial Services 428.0 $147K 0.11% -787.0 -64.8% $342.73 +10.8%
26 CRM SALESFORCE INCORPORATED Technology 915.0 $143K 0.11% -1K -52.3% $156.63 +60.9%
27 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 309.0 $123K 0.10% -18.0 -5.5% $397.68 -7.7%
28 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 520.0 $116K 0.09% -109.0 -17.3% $223.97 +27.1%
29 META META PLATFORMS INCORPORATED CLASS A Communication Services 165.0 $93K 0.07% -373.0 -69.3% $561.78 +1.7%
30 PG PROCTER & GAMBLE COMPANY Consumer Defensive 259.0 $38K 0.03% -122.0 -32.0% $146.64 -2.4%
31 NOW SERVICENOW INCORPORATED Technology 184.0 $18K 0.01% -98.0 -34.8% $99.28 +39.4%
32 INTU INTUIT Technology 48.0 $13K 0.01% -25.0 -34.2% $261.00 +33.3%
33 BA BOEING COMPANY Industrials 53.0 $11K 0.01% -65.0 -55.1% $216.47 -3.0%
34 PM PHILIP MORRIS INTERNATIONAL INCORPORATED Consumer Defensive 50.0 $9K 0.01% -75.0 -60.0% $180.92 +5.3%
35 ICE INTERCONTINENTAL EXCHANGE INCORPORATED Financial Services 61.0 $8K 0.01% -265.0 -81.3% $123.11 +31.0%
36 NFLX NETFLIX INCORPORATED. Communication Services 100.0 $7K 0.01% -290.0 -74.4% $71.40 +11.8%
37 BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS Consumer Cyclical 22.0 $2K 0.00% -53.0 -70.7% $95.68 +21.6%
38 KEYS KEYSIGHT TECHNOLOGIES INCORPORATED Technology 1.0 $350.0 -2.0 -66.7% $350.00 -6.9%
39 STE STERIS PLC SHS USD (IRELAND) Healthcare 1.0 $211.0 -180.0 -99.5% $211.00 +10.4%
Page 2 of 2  ·  39 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%