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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 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 1,902.0 $249K 0.22% -32.0 -1.6% $130.94 -4.8%
62 AKRE AKRE FOCUS ETF 4,237.0 $224K 0.20% -7K -62.1% $52.85 +3.1%
63 TFC TRUIST FINL CORPORATION Financial Services 4,476.0 $206K 0.18% $45.97 +4.4%
64 AON AON PLC SHS CL A (IRELAND) Financial Services 636.0 $205K 0.18% $322.78 +0.4%
65 GOOG ALPHABET INCORPORATED CAP STK CLASS C Communication Services 641.0 $184K 0.16% $286.99 +33.6%
66 MMM 3M COMPANY Industrials 1,241.0 $180K 0.16% $145.23 +4.4%
67 AGG ISHARES TR CORE US AGGBD ET 1,745.0 $173K 0.15% -1K -38.4% $99.27 -0.9%
68 PEP PEPSICO INCORPORATED Consumer Defensive 1,108.0 $172K 0.15% $155.29 -4.1%
69 SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF 5,403.0 $171K 0.15% NEW $31.66 +3.2%
70 DLTR DOLLAR TREE INCORPORATED Consumer Defensive 1,561.0 $171K 0.15% $109.51 -12.6%
71 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 1,250.0 $164K 0.14% $131.08 -1.1%
72 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 2,534.0 $154K 0.14% $60.65 -1.8%
73 BP BP PLC SPONSORED ADR (UNITED KINGDOM) Energy 3,250.0 $153K 0.13% +34.0 +1.1% $47.00 -4.5%
74 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW Healthcare 327.0 $151K 0.13% -50.0 -13.3% $460.99 -4.6%
75 DGRO ISHARES TR CORE DIV GRWTH 2,097.0 $147K 0.13% $70.18 +5.7%
76 NUE NUCOR CORPORATION Basic Materials 850.0 $144K 0.13% $169.10 +33.9%
77 MET METLIFE INCORPORATED Financial Services 1,912.0 $135K 0.12% $70.70 +19.2%
78 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 629.0 $128K 0.11% -21.0 -3.2% $203.32 +8.2%
79 MO ALTRIA GROUP INCORPORATED Consumer Defensive 1,800.0 $119K 0.10% -88.0 -4.7% $65.99 +11.7%
80 DG DOLLAR GENERAL CORPORATION Consumer Defensive 930.0 $110K 0.10% $118.73 -11.5%
Page 4 of 10  ·  200 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%