CrossGen Wealth, LLC
All 13F Filings
- Location
- Greenville, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 113,872
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 200 | 113,872 | 13F-HR | CrossGen Wealth, LLC |
| Q4 2025 | 2/19/2026 | 198 | 113,533 | 13F-HR | CrossGen Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.7 K | 76.1% | 0 | 4.706 K | -4.706 K |
| ETFs | 27.11 K | 23.8% | 5.017 K | 0 | 5.017 K |
| Debt | 22 | 0.0% | 22 | 0 | 22 |
| Other | 40 | 0.0% | 0 | 6 | -6 |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
113,872
Holdings
200
QoQ value change ($000)
339
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.