CrossGen Wealth, LLC quarter change: Foreign Bonds: Other Debt, Unchanged
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, CrossGen Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2112179): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Barrier Capital Management, LLC | United States | $0.114B | 16 |
| NESTEGG ADVISORS, INC. | United States | $0.114B | 51 |
| CDKV HOLDINGS LLC | United States | $0.114B | 275 |
| Nitorum Capital, L.P. | United States | $0.114B | 20 |
| MAIMON WEALTH MANAGEMENT LTD. | Israel | $0.114B | 77 |
| Lord & Richards Wealth Management, LLC | United States | $0.114B | 282 |
| Elevation Advisory Partners LLC | United States | $0.114B | 96 |
| Stirlingshire Investments, Inc. | United States | $0.114B | 196 |
| Quest 10 Wealth Builders, Inc. | United States | $0.114B | 797 |
| Bristlecone Value Partners, LLC | United States | $0.114B | 68 |