CrossGen Wealth, LLC

Q1 2026 13F Holdings

Location
Greenville, NC
Holdings as of
3/31/2026
Value ($000)
$113,872
Num holdings
200
Date filed
4/22/2026
Form type
13F-HR
Prev filing
2/18/2026
Next filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type