CrossGen Wealth, LLC

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CIK 2112179

13F portfolio (2026-Q1)

$114M

Positions

200

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

200

Top 5

28.9%

Top 10

46.5%

Effective N

29.0

HHI

0.035

This quarter

11 new · 0 exit →

By sector

Unclassified24.2%

Information Technology19.0%

Financials14.6%

Consumer Discretionary12.5%

Energy9.1%

Industrials7.3%

Health Care5.0%

Communication Services4.3%

Other4.1%

By market cap

Mega (>$200B)40.7%

Large ($10–200B)31.2%

Unknown25.0%

Mid ($2–10B)3.0%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

North America75.0%

Other24.2%

Asia-Pacific0.6%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	24.40%	40
Specialty Retail	11.12%	11
Oil, Gas & Consumable Fuels	9.07%	7
Technology Hardware & Equipment	7.32%	5
Banks	6.74%	10
Semiconductors & Semiconductor Equipment	5.01%	8
Capital Markets	4.74%	5
Software	4.66%	9
Machinery	4.64%	5
Software & IT Services	4.31%	6
Pharmaceuticals & Biotechnology	3.81%	11
Insurance	2.62%	9
Chemicals	2.16%	8
Road & Rail	1.95%	4
Communications Equipment	1.80%	2
Health Care Equipment & Supplies	1.15%	5
Automobiles & Components	1.06%	4
Equity Real Estate Investment Trusts (REITs)	0.89%	2
Utilities	0.50%	9
Aerospace & Defense	0.49%	4
Commercial Services & Supplies	0.37%	8
Hotels, Restaurants & Leisure	0.28%	2
Beverages	0.22%	3
Industrial Conglomerates	0.16%	1
Metals & Mining	0.13%	1
Tobacco	0.12%	2
Diversified Telecommunication Services	0.09%	1
Electrical Equipment & Components	0.06%	3
Media & Entertainment	0.03%	3
Paper & Forest Products	0.02%	1
Food Products	0.02%	2
Life Sciences Tools & Services	0.02%	1
Distributors	0.02%	2
Agricultural Products	0.02%	1
Health Care Providers & Services	0.01%	1
Food & Staples Retailing	0.00%	1
Construction & Engineering	0.00%	1
Entertainment	0.00%	1
Real Estate Management & Development	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	11.39%
2	AAPL	Apple Inc.	Information Technology	4.71%
3	VLO	VALERO ENERGY CORP/TX	Energy	4.43%
4	WMT	Walmart Inc.	Consumer Discretionary	4.29%
5	AVGO	Broadcom Inc.	Information Technology	4.04%
6	MSFT	MICROSOFT CORP	Information Technology	3.83%
7	GOOGL	Alphabet Inc.	Communication Services	3.73%
8	JPM	JPMORGAN CHASE & CO	Financials	3.56%
9	MPC	Marathon Petroleum Corp	Energy	3.42%
10	AMZN	AMAZON COM INC	Consumer Discretionary	3.07%

161/200 names classified · sector 75.8% of weight · industry 75.6% · mkt cap 75.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyAAPL, MSFT, AVGO, CSCO, MSI · other

FinancialsJPM, GS, CB, UBSI, CME · other

Consumer DiscretionaryWMT, AMZN, TJX, HD, TSLA · other

EnergyVLO, MPC, CVX, PSX, XOM · other

IndustrialsETN, UNP, JCI, RTX, LMT · other

Health CareJNJ, ABBV, MDT, MRK, ISRG · other

Communication ServicesGOOGL, META, GOOG, VZ, NFLX · other

MaterialsAPD, NUE, PG, KMB, LTBR · other

Real EstateO, EQIX, MRP

UtilitiesDUK, AEP, SO, OKLO, D · other

Consumer StaplesPEP, MO, KO, PM, CTVA · other

UnclassifiedIVV, VOO, IEFA, GLD, IJH · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 75.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (136 classified)CrossGen Wealth, LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryEnergyIndustrialsHealth CareCommunication ServicesMaterialsReal EstateUtilitiesConsumer Staples

Style box summary for CrossGen Wealth, LLC: centroid Large Core. Heaviest cells: Large Growth 33.9%, Large Value 16.0%, Large Core 15.3%.

Classified: 74.6% of book weight (136/200 names) · unclassified 25.4%: IVV, IEFA, VOO, GLD, IJH, IJR, IYW, TSM, IYE, XLF +54 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 200 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	19,865	$13M	11.4%	HOLD
2	AAPLAPPLE INC	21,118	$5M	4.7%	HOLD
3	VLOVALERO ENERGY CORP	20,424	$5M	4.4%	TRIM −3%
4	WMTWALMART INC	39,329	$5M	4.3%	HOLD
5	AVGOBROADCOM INC	14,851	$5M	4.0%	HOLD
6	MSFTMICROSOFT CORP	11,770	$4M	3.8%	HOLD
7	GOOGLALPHABET INC	14,762	$4M	3.7%	TRIM −3%
8	JPMJPMORGAN CHASE & CO	13,763	$4M	3.6%	HOLD
9	MPCMARATHON PETE CORP	15,929	$4M	3.4%	HOLD
10	AMZNAMAZON COM INC	16,806	$4M	3.1%	HOLD
11	GSGOLDMAN SACHS GROUP INC	3,919	$3M	2.9%	TRIM −4%
12	ETNEATON CORP PLC	9,227	$3M	2.9%	HOLD
13	IEFAISHARES TR	27,199	$2M	2.2%	ADD 57%
14	VOOVANGUARD INDEX FDS	3,970	$2M	2.1%	TRIM −9%
15	APDAIR PRODS & CHEMS INC	8,006	$2M	2.0%	HOLD
16	CBCHUBB LIMITED	6,980	$2M	2.0%	HOLD
17	CSCOCISCO SYS INC	27,865	$2M	1.9%	TRIM −2%
18	UBSIUNITED BANKSHARES INC WEST V	51,782	$2M	1.9%	HOLD
19	JNJJOHNSON & JOHNSON	8,711	$2M	1.9%	HOLD
20	UNPUNION PAC CORP	8,646	$2M	1.8%	HOLD
21	TJXTJX COS INC NEW	12,848	$2M	1.8%	ADD 5%
22	MSIMOTOROLA SOLUTIONS INC	4,714	$2M	1.8%	TRIM −3%
23	JCIJOHNSON CONTROLS INTERNATION	14,941	$2M	1.7%	HOLD
24	CMECME GROUP INC	6,600	$2M	1.7%	TRIM −3%
25	GLDSPDR GOLD TR	4,349	$2M	1.6%	ADD 3%
26	IJHISHARES TR	25,772	$2M	1.5%	HOLD
27	HDHOME DEPOT INC	4,500	$1M	1.3%	TRIM −2%
28	ABBVABBVIE INC	5,480	$1M	1.0%	ADD 7%
29	FBNCFIRST BANCORP N C	19,488	$1M	1.0%	HOLD
30	MDTMEDTRONIC PLC	12,669	$1M	1.0%	TRIM −3%
31	OREALTY INCOME CORP	15,591	$953,882	0.8%	ADD 5%
32	IJRISHARES TR	7,556	$939,269	0.8%	HOLD
33	IYWISHARES TR	4,418	$801,530	0.7%	HOLD
34	TSLATESLA INC	1,858	$690,712	0.6%	ADD 272%
35	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,034	$687,469	0.6%	HOLD
36	MRKMERCK & CO INC	5,504	$662,118	0.6%	TRIM −12%
37	IYEISHARES TR	9,185	$594,912	0.5%	HOLD
38	XLFSELECT SECTOR SPDR TR	11,403	$562,966	0.5%	HOLD
39	TTTRANE TECHNOLOGIES PLC	1,312	$546,934	0.5%	HOLD
40	PAVEGLOBAL X FDS	10,151	$515,772	0.5%	HOLD
41	FFORD MTR CO	44,664	$515,426	0.5%	HOLD
42	CVXCHEVRON CORP NEW	2,334	$482,988	0.4%	TRIM −3%
43	ORCLORACLE CORP	2,932	$431,291	0.4%	TRIM −27%
44	NVDANVIDIA CORPORATION	2,295	$400,216	0.4%	HOLD
45	PSXPHILLIPS 66	2,131	$388,308	0.3%	HOLD
46	VVISA INC	1,215	$367,318	0.3%	TRIM −4%
47	XLYSELECT SECTOR SPDR TR	3,335	$363,448	0.3%	HOLD
48	CRMSALESFORCE INC	1,919	$358,283	0.3%	TRIM −38%
49	VIGVANGUARD SPECIALIZED FUNDS	1,636	$351,798	0.3%	ADD 28%
50	XOMEXXON MOBIL CORP	1,989	$337,454	0.3%	HOLD
51	LOWLOWES COS INC	1,333	$315,031	0.3%	ADD 14%
52	METAMETA PLATFORMS INC	538	$307,786	0.3%	HOLD
53	XLISELECT SECTOR SPDR TR	1,872	$302,759	0.3%	HOLD
54	XLCSELECT SECTOR SPDR TR	2,661	$294,998	0.3%	HOLD
55	TRVTRAVELERS COMPANIES INC	1,000	$291,680	0.3%	HOLD
56	RTXRTX CORPORATION	1,436	$277,055	0.2%	HOLD
57	IBMINTERNATIONAL BUSINESS MACHS	1,106	$268,083	0.2%	HOLD
58	BRK.BBERKSHIRE HATHAWAY INC DEL	545	$261,164	0.2%	HOLD
59	LMTLOCKHEED MARTIN CORP	430	$259,716	0.2%	HOLD
60	YUMYUM BRANDS INC	1,650	$256,542	0.2%	HOLD
61	DUKDUKE ENERGY CORP NEW	1,902	$249,057	0.2%	HOLD
62	AKREPROFESIONALLY MANAGED PORTFO	4,237	$223,925	0.2%	TRIM −62%
63	TFCTRUIST FINL CORP	4,476	$205,749	0.2%	HOLD
64	AONAON PLC	636	$205,288	0.2%	HOLD
65	GOOGALPHABET INC	641	$183,961	0.2%	HOLD
66	MMM3M CO	1,241	$180,230	0.2%	HOLD
67	AGGISHARES TR	1,745	$173,226	0.2%	TRIM −38%
68	PEPPEPSICO INC	1,108	$172,061	0.2%	HOLD
69	SCHYSCHWAB STRATEGIC TR	5,403	$171,066	0.2%	NEW
70	DLTRDOLLAR TREE INC	1,561	$170,945	0.2%	HOLD
71	AEPAMERICAN ELEC PWR CO INC	1,250	$163,850	0.1%	HOLD
72	BMYBRISTOL-MYERS SQUIBB CO	2,534	$153,698	0.1%	HOLD
73	BPBP PLC	3,250	$152,753	0.1%	HOLD
74	ISRGINTUITIVE SURGICAL INC	327	$150,744	0.1%	TRIM −13%
75	DGROISHARES CORE DIVIDEND GROWTH ETF	2,097	$147,167	0.1%	HOLD
76	NUENUCOR CORP	850	$143,735	0.1%	HOLD
77	METMETLIFE INC	1,912	$135,184	0.1%	HOLD
78	ADPAUTOMATIC DATA PROCESSING IN	629	$127,891	0.1%	TRIM −3%
79	MOALTRIA GROUP INC	1,800	$118,782	0.1%	TRIM −5%
80	DGDOLLAR GEN CORP	930	$110,419	0.1%	HOLD
81	SPYSTATE STR SPDR S&P 500 ETF T	163	$106,001	0.1%	HOLD
82	VZVERIZON COMMUNICATIONS INC	1,998	$100,312	0.1%	HOLD
83	IEMGISHARES INC	1,395	$97,301	0.1%	NEW
84	HTBHOMETRUST BANCSHARES INC	2,140	$91,271	0.1%	HOLD
85	VXUSVANGUARD STAR FDS	1,048	$80,811	0.1%	NEW
86	AMGNAMGEN INC	227	$80,002	0.1%	HOLD
87	RJFRAYMOND JAMES FINL INC	541	$78,366	0.1%	TRIM −57%
88	ORLYOREILLY AUTOMOTIVE INC	825	$76,156	0.1%	HOLD
89	ABTABBOTT LABS	686	$70,473	0.1%	HOLD
90	MCDMCDONALDS CORP	214	$66,631	0.1%	HOLD
91	KOCOCA COLA CO	862	$65,555	0.1%	HOLD
92	ALLALLSTATE CORP	308	$63,825	0.1%	HOLD
93	VYMVANGUARD WHITEHALL FDS	424	$62,794	0.1%	HOLD
94	PLTRPALANTIR TECHNOLOGIES INC	425	$62,169	0.1%	HOLD
95	CSXCSX CORP	1,496	$61,391	0.1%	HOLD
96	EQIXEQUINIX INC	61	$59,322	0.1%	HOLD
97	SOSOUTHERN CO	594	$57,327	0.1%	HOLD
98	AIAISHARES TR	526	$55,835	0.0%	NEW
99	PGPROCTER AND GAMBLE CO	381	$55,019	0.0%	HOLD
100	COSTCOSTCO WHSL CORP NEW	53	$52,981	0.0%	HOLD
101	ICEINTERCONTINENTAL EXCHANGE IN	326	$51,273	0.0%	HOLD
102	NSCNORFOLK SOUTHN CORP	151	$43,295	0.0%	HOLD
103	APLDAPPLIED DIGITAL CORP	1,755	$41,664	0.0%	HOLD
104	STESTERIS PLC	181	$40,025	0.0%	HOLD
105	NFLXNETFLIX INC	390	$37,499	0.0%	HOLD
106	ADBEADOBE INC	147	$35,733	0.0%	HOLD
107	EEMISHARES TR	608	$34,528	0.0%	NEW
108	VGTVANGUARD WORLD FD	49	$34,188	0.0%	ADD 277%
109	USMVISHARES TR	350	$32,459	0.0%	TRIM −53%
110	NVSNOVARTIS AG	210	$32,150	0.0%	HOLD
111	INTUINTUIT	73	$31,564	0.0%	NEW
112	TOWNTOWNEBANK PORTSMOUTH VA	928	$31,246	0.0%	TRIM −42%
113	OKLOOKLO INC	628	$31,143	0.0%	HOLD
114	EMREMERSON ELEC CO	231	$30,266	0.0%	HOLD
115	NOWSERVICENOW INC	282	$29,483	0.0%	NEW
116	BACBANK AMERICA CORP	553	$26,974	0.0%	HOLD
117	KMBKIMBERLY-CLARK CORP	274	$26,388	0.0%	HOLD
118	DVNDEVON ENERGY CORP NEW	513	$25,814	0.0%	HOLD
119	BABOEING CO	118	$23,486	0.0%	HOLD
120	CGIECAPITAL GROUP INTERNATIONAL	684	$23,133	0.0%	NEW
121	ACNACCENTURE PLC IRELAND	115	$22,872	0.0%	TRIM −72%
122	COFCAPITAL ONE FINL CORP	124	$22,558	0.0%	HOLD
123	DDOMINION ENERGY INC	361	$22,317	0.0%	TRIM −53%
124	QQQINVESCO QQQ TR	38	$21,933	0.0%	HOLD
125	CGCBCAPITAL GRP FIXED INCM ETF T	829	$21,770	0.0%	NEW
126	LTBRLIGHTBRIDGE CORP	2,034	$21,682	0.0%	HOLD
127	IQVIQVIA HLDGS INC	126	$21,488	0.0%	HOLD
128	PMPHILIP MORRIS INTL INC	125	$20,620	0.0%	HOLD
129	SOLVSOLVENTUM CORP	310	$20,243	0.0%	HOLD
130	SITESITEONE LANDSCAPE SUPPLY INC	150	$19,967	0.0%	HOLD
131	GEGE AEROSPACE	67	$19,013	0.0%	HOLD
132	CGDVCAPITAL GROUP DIVIDEND VALUE	446	$18,973	0.0%	NEW
133	FULTFULTON FINL CORP PA	909	$18,489	0.0%	HOLD
134	CTVACORTEVA INC	217	$18,165	0.0%	HOLD
135	EDCONSOLIDATED EDISON INC	150	$16,977	0.0%	HOLD
136	CECELANESE CORP DEL	251	$16,523	0.0%	HOLD
137	CLXCLOROX CO DEL	154	$15,959	0.0%	HOLD
138	UPSUNITED PARCEL SERVICE INC	151	$14,881	0.0%	TRIM −55%
139	WMWASTE MGMT INC DEL	63	$14,546	0.0%	HOLD
140	VUGVANGUARD INDEX FDS	33	$14,414	0.0%	HOLD
141	GEVGE VERNOVA INC	16	$13,966	0.0%	HOLD
142	WWAYFAIR INC	183	$13,763	0.0%	HOLD
143	MDLZMONDELEZ INTL INC	234	$13,488	0.0%	HOLD
144	CCITIGROUP INC	118	$13,363	0.0%	HOLD
145	QQNITY ELECTRONICS INC	108	$12,461	0.0%	HOLD
146	DEODIAGEO PLC	164	$12,183	0.0%	HOLD
147	SMRNUSCALE PWR CORP	1,058	$11,469	0.0%	HOLD
148	HCAHCA HEALTHCARE INC	22	$10,571	0.0%	HOLD
149	IRINGERSOLL RAND INC	125	$9,985	0.0%	TRIM −38%
150	DDDUPONT DE NEMOURS INC	217	$9,939	0.0%	HOLD
151	ETENERGY TRANSFER L P	500	$9,650	0.0%	HOLD
152	SJMSMUCKER J M CO	100	$9,644	0.0%	HOLD
153	BABAALIBABA GROUP HLDG LTD	75	$9,401	0.0%	HOLD
154	DOWDOW HLDGS INC	217	$9,038	0.0%	HOLD
155	NEENEXTERA ENERGY INC	96	$8,916	0.0%	HOLD
156	MCHPMICROCHIP TECHNOLOGY INC.	132	$8,529	0.0%	TRIM −43%
157	LOBLIVE OAK BANCSHARES INC	245	$8,117	0.0%	TRIM −65%
158	BOTZGLOBAL X FDS	228	$7,574	0.0%	HOLD
159	QCOMQUALCOMM INC	56	$7,273	0.0%	HOLD
160	NNENANO NUCLEAR ENERGY INC	344	$7,045	0.0%	HOLD
161	UBERUBER TECHNOLOGIES INC	81	$5,826	0.0%	HOLD
162	DTILPRECISION BIOSCIENCES INC	1,000	$5,500	0.0%	HOLD
163	CITHE CIGNA GROUP	20	$5,283	0.0%	HOLD
164	PFEPFIZER INC	187	$5,251	0.0%	TRIM −11%
165	SOXXISHARES TR	15	$5,060	0.0%	HOLD
166	CVSCVS HEALTH CORP	63	$4,508	0.0%	HOLD
167	ARKKARK ETF TR	49	$3,312	0.0%	TRIM −80%
168	LENLENNAR CORP	36	$3,152	0.0%	HOLD
169	NEOGNEOGEN CORP	318	$2,954	0.0%	HOLD
170	XYZBLOCK INC	46	$2,768	0.0%	HOLD
171	FISFIDELITY NATL INFORMATION SV	59	$2,747	0.0%	HOLD
172	AAPADVANCE AUTO PARTS INC	51	$2,672	0.0%	ADD 2%
173	DISDISNEY WALT CO	24	$2,270	0.0%	ADD 4%
174	CCCHEMOURS CO	101	$2,225	0.0%	HOLD
175	INTCINTEL CORP	50	$2,207	0.0%	HOLD
176	IWMISHARES TR	8	$1,984	0.0%	HOLD
177	IOOIShares S&P Global 100 Index ETF	16	$1,936	0.0%	HOLD
178	SERVSERVE ROBOTICS INC	208	$1,756	0.0%	NEW
179	BXBLACKSTONE INC	15	$1,725	0.0%	HOLD
180	GEHCGE HEALTHCARE TECHNOLOGIES I	22	$1,566	0.0%	HOLD
181	RIVNRIVIAN AUTOMOTIVE INC	83	$1,249	0.0%	HOLD
182	NCNONCINO INC	80	$1,198	0.0%	HOLD
183	VHTVANGUARD WORLD FD	4	$1,089	0.0%	HOLD
184	CHTRCHARTER COMMUNICATIONS INC	5	$1,079	0.0%	HOLD
185	SYYSYSCO CORP	14	$999	0.0%	HOLD
186	AIGAMERICAN INTL GROUP INC	12	$903	0.0%	HOLD
187	KEYSKEYSIGHT TECHNOLOGIES INC	3	$847	0.0%	TRIM −97%
188	AEGAEGON LTD	94	$682	0.0%	HOLD
189	EFAISHARES TR	7	$680	0.0%	HOLD
190	BHFBRIGHTHOUSE FINL INC	10	$599	0.0%	HOLD
191	MRPMILLROSE PPTYS INC	18	$510	0.0%	HOLD
192	WBDWARNER BROS DISCOVERY INC	17	$467	0.0%	TRIM −11%
193	NXPINXP SEMICONDUCTORS N V	2	$394	0.0%	HOLD
194	QBTSD-WAVE QUANTUM INC	27	$390	0.0%	HOLD
195	WABWABTEC	2	$381	0.0%	HOLD
196	PYPLPAYPAL HLDGS INC	6	$271	0.0%	HOLD
197	VTRSVIATRIS INC	19	$257	0.0%	TRIM −10%
198	WKSPWORKSPORT LTD	130	$137	0.0%	HOLD
199	FISVFISERV INC	2	$112	0.0%	HOLD
200	WOLFWOLFSPEED INC	3	$49	0.0%	ADD 50%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

—

20K

$13M

AAPLAPPLE INC

—

21K

$5M

VLOVALERO ENERGY CORP

—

21K

20K

$5M

WMTWALMART INC

—

40K

39K

$5M

AVGOBROADCOM INC

—

15K

$5M

MSFTMICROSOFT CORP

—

12K

$4M

GOOGLALPHABET INC

—

15K

$4M

JPMJPMORGAN CHASE & CO

—

14K

$4M

MPCMARATHON PETE CORP

—

16K

$4M

AMZNAMAZON COM INC

—

17K

$4M

GSGOLDMAN SACHS GROUP INC

—

$3M

ETNEATON CORP PLC

—

$3M

IEFAISHARES TR

—

17K

27K

$2M

VOOVANGUARD INDEX FDS

—

$2M

APDAIR PRODS & CHEMS INC

—

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆CrossGen Wealth, LLC