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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 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AIG AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW Financial Services 12.0 $894.0 0.00% $74.50 +2.9%
202 AEGON LIMITED AMER REG 1 CERT (BERMUDA) 94.0 $793.0 0.00% $8.44
203 CHTR CHARTER COMMUNICATIONS INCORPORATED CLASS A Communication Services 5.0 $711.0 0.00% $142.20 +4.3%
204 QBTS D-WAVE QUANTUM INCORPORATED Technology 27.0 $648.0 0.00% $24.00 -25.4%
205 BHF BRIGHTHOUSE FINL INCORPORATED Financial Services 10.0 $633.0 $63.30 -14.4%
206 MILLROSE PPTYS INCORPORATED COM CLASS A REIT 19.0 $561.0 +1.0 +5.6% $29.53
207 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 17.0 $453.0 $26.65 +8.4%
208 WAB WABTEC Industrials 2.0 $411.0 $205.50 +44.7%
209 KEYS KEYSIGHT TECHNOLOGIES INCORPORATED Technology 1.0 $350.0 -2.0 -66.7% $350.00 -6.9%
210 VTRS VIATRIS INCORPORATED Healthcare 19.0 $302.0 $15.89 +6.3%
211 PYPL PAYPAL HLDGS INCORPORATED Financial Services 6.0 $259.0 $43.17 +42.4%
212 STE STERIS PLC SHS USD (IRELAND) Healthcare 1.0 $211.0 -180.0 -99.5% $211.00 +10.4%
213 WOLF WOLFSPEED INCORPORATED COMMON STOCK Technology 3.0 $145.0 $48.33 -44.2%
214 WKSP WORKSPORT LIMITED COM NEW Consumer Cyclical 130.0 $142.0 $1.09 -42.3%
Page 11 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%