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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 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BLOCK INCORPORATED CLASS A 46.0 $3K 0.00% $76.00
182 LEN LENNAR CORPORATION CLASS A Consumer Cyclical 37.0 $3K 0.00% +1.0 +2.8% $89.27 -4.7%
183 AAP ADVANCE AUTO PARTS INCORPORATED Consumer Cyclical 51.0 $3K 0.00% $62.08 -29.7%
184 NEOG NEOGEN CORPORATION Healthcare 318.0 $3K 0.00% $8.99 +30.6%
185 EFA ISHARES TR MSCI EAFE ETF 26.0 $3K 0.00% +19.0 +271.4% $103.88 +4.0%
186 VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF 56.0 $3K 0.00% NEW $44.86 +1.5%
187 IWM ISHARES TR RUSSELL 2000 ETF 8.0 $2K 0.00% $300.50 -0.2%
188 FIS FIDELITY NATL INFORMATION SVCS Technology 59.0 $2K 0.00% $39.03 +3.9%
189 DIS DISNEY WALT COMPANY Communication Services 24.0 $2K 0.00% $94.46 +13.1%
190 IOO ISHARES TR GLOBAL 100 ETF 16.0 $2K 0.00% $136.62 +6.0%
191 BABA ALIBABA GROUP HLDG LIMITED SPONSORED ADS Consumer Cyclical 22.0 $2K 0.00% -53.0 -70.7% $95.68 +21.6%
192 CC CHEMOURS COMPANY Basic Materials 101.0 $2K 0.00% $20.52 -22.6%
193 HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF 91.0 $2K 0.00% NEW $22.42 +1.9%
194 BX BLACKSTONE INCORPORATED Financial Services 15.0 $2K 0.00% $117.67 +22.1%
195 GEHC GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK Healthcare 22.0 $1K 0.00% $64.00 +13.2%
196 SERV SERVE ROBOTICS INCORPORATED Industrials 208.0 $1K 0.00% $6.58 -25.9%
197 MBB ISHARES TR MBS ETF 14.0 $1K 0.00% NEW $94.50 -1.0%
198 NCNO NCINO INCORPORATED Technology 80.0 $1K 0.00% $16.35 +42.6%
199 VHT VANGUARD HEALTH CARE ETF 4.0 $1K 0.00% $299.00 +8.0%
200 SYY SYSCO CORPORATION Consumer Defensive 14.0 $1K 0.00% $83.57 -1.3%
Page 10 of 11  ·  214 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%