Holdings
CrossGen Wealth, LLC
As of Jun 30, 2026, CrossGen Wealth, LLC reported 147 positions worth US$81.9M. Largest: Apple Inc, Broadcom Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 20,683 | US$5.98M | −435 | Jun 30, 2026 |
| Broadcom Inc. | 14,442 | US$5.46M | −409 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,057 | US$5.38M | −345 | Jun 30, 2026 |
| Valero Energy Corporation | 19,854 | US$5.17M | −570 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 13,849 | US$4.53M | +86 | Jun 30, 2026 |
| Walmart Inc. | 38,868 | US$4.4M | −461 | Jun 30, 2026 |
| Microsoft Corp. | 11,698 | US$4.36M | −72 | Jun 30, 2026 |
| Marathon Petroleum Corporation | 15,679 | US$4.01M | −250 | Jun 30, 2026 |
| Amazon.com, Inc. | 16,818 | US$4.01M | +12 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 3,938 | US$3.98M | +19 | Jun 30, 2026 |