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CrossGen Wealth, LLC
Core
Concentrated long-term
CIK: 0002112179 | GREENVILLE, NC
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
202
$136.0M
2026-10-30
SEC ↗
Q2 2026
13F-HR
214
$128.7M
2026-07-24
SEC ↗
Q1 2026
13F-HR
200
$113.9M
2026-04-22
SEC ↗
Q4 2025
13F-HR
198
$113.5M
2026-02-19
SEC ↗