CrossGen Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
200
113,872
IVV, AAPL, VLO, WMT
13F-HR
4/22/2026
000211217926000002
Q4 2025
198
113,533
IVV, AAPL, MSFT, AVGO
13F-HR
2/18/2026
000211217926000001