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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 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 10,306.0 $607K 0.47% +155.0 +1.5% $58.92 -4.9%
42 NVDA NVIDIA CORPORATION Technology 3,019.0 $604K 0.47% +724.0 +31.6% $200.06 +14.0%
43 SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 3,150.0 $538K 0.42% NEW $170.86
44 IYE ISHARES TR U.S. ENERGY ETF 9,322.0 $528K 0.41% +137.0 +1.5% $56.59 +16.5%
45 ORCL ORACLE CORPORATION Technology 2,936.0 $430K 0.33% $146.54 +3.7%
46 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 3,385.0 $397K 0.31% +50.0 +1.5% $117.28 -1.2%
47 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,626.0 $385K 0.30% -10.0 -0.6% $236.62 +2.8%
48 CVX CHEVRON CORPORATION Energy 2,293.0 $380K 0.29% -41.0 -1.8% $165.74 +20.4%
49 IEMG ISHARES INCORPORATED CORE MSCI EMKT 4,515.0 $374K 0.29% +3K +223.7% $82.83 -0.5%
50 IBM INTERNATIONAL BUSINESS MACHINES Technology 1,321.0 $371K 0.29% +215.0 +19.4% $281.21 -15.1%
51 PSX PHILLIPS 66 Energy 2,137.0 $361K 0.28% $169.06 +41.8%
52 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,901.0 $352K 0.27% +29.0 +1.6% $185.23 -3.5%
53 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 1,000.0 $330K 0.26% $330.12 +11.9%
54 XLC SPDR COMMUNICATION SERVICES SELECT SECTOR FUND 2,704.0 $290K 0.23% +43.0 +1.6% $107.13 +4.0%
55 RTX RTX CORPORATION Industrials 1,437.0 $273K 0.21% $189.69 +11.8%
56 XOM EXXON MOBIL CORPORATION Energy 1,989.0 $272K 0.21% $136.72 +14.4%
57 YUM YUM BRANDS INCORPORATED Consumer Cyclical 1,650.0 $264K 0.20% $159.86 -5.7%
58 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 495.0 $248K 0.19% -50.0 -9.2% $500.39
59 LOW LOWES COMPANIES INCORPORATED Consumer Cyclical 1,045.0 $230K 0.18% -288.0 -21.6% $220.49 -6.2%
60 GOOG ALPHABET INCORPORATED CAP STK CLASS C 641.0 $227K 0.18% $353.55
Page 3 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%