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CrossGen Wealth, LLCCoreConcentrated long-term

CIK: 0002112179 | GREENVILLE, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR202$136.0M2026-10-30SEC ↗
Q2 2026
13F-HR214$128.7M2026-07-24SEC ↗
Q1 2026
13F-HR200$113.9M2026-04-22SEC ↗
Q4 2025
13F-HR198$113.5M2026-02-19SEC ↗