CrossGen Wealth, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
Location: Greenville, NC
CIK: 0002112179
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2025	198	113,533	IVV, AAPL, MSFT, AVGO	13F-HR	2/18/2026	000211217926000001