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Portfolio (Quarterly) Guide ↗

CrossGen Wealth, LLC

· CIK 0002112179
13F Portfolio $114M AUM 200 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 28 Added 49 Reduced 9 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 151.0 $15K 0.01% -186.0 -55.2% $98.55 +0.3%
42 INGERSOLL RAND INCORPORATED 125.0 $10K 0.01% -77.0 -38.1% $79.88
43 MCHP MICROCHIP TECHNOLOGY INCORPORATED. Technology 132.0 $9K 0.01% -101.0 -43.4% $64.61 +41.0%
44 LOB LIVE OAK BANCSHARES INCORPORATED Financial Services 245.0 $8K 0.01% -458.0 -65.2% $33.13 +12.9%
45 PFE PFIZER INCORPORATED Healthcare 187.0 $5K 0.01% -22.0 -10.5% $28.08 -7.6%
46 ARKK ARK ETF TRUST INNOVATION ETF 49.0 $3K 0.00% -196.0 -80.0% $67.59 +13.4%
47 KEYS KEYSIGHT TECHNOLOGIES INCORPORATED Technology 3.0 $847.0 0.00% -100.0 -97.1% $282.33 +19.6%
48 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A Communication Services 17.0 $467.0 -2.0 -10.5% $27.47 -0.2%
49 VTRS VIATRIS INCORPORATED Healthcare 19.0 $257.0 -2.0 -9.5% $13.53 +22.6%
Page 3 of 3  ·  49 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 23.8%
Financial Services 20.9%
Energy 11.7%
Consumer Cyclical 10.2%
Industrials 10.2%
Consumer Defensive 6.5%
Healthcare 6.4%
Communication Services 5.5%
Basic Materials 2.9%
Real Estate 1.2%