13F Filings History of CrossGen Wealth, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$113,533,300
Signature - Title
Shannon Hemphill - Compliance Consultant
Location
Greenville, NC
Summary
This page shows a list of all the recent 13F filings made by CrossGen Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CrossGen Wealth, LLC reported 198 stock holdings with total value $113,533,300 as of Q4 2025. Top holdings included IVV, AAPL, MSFT, AVGO, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 198 $113,533,300 $0 $0 $0 IVV, AAPL, MSFT, AVGO, GOOGL 13F-HR 18 Feb 2026, 17:34