CrossGen Wealth, LLC

Position in ACN — Accenture plc

CIK 2112179 GREENVILLE, NC

Position in ACN

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$14,435

-$8,368 QoQ

Shares Held

116

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,725

of 1,875 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CrossGen Wealth, LLC holds $453,667 across 4 Information Technology Services names. ACN ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	1,321	$371,478
2	APLD	Applied Digital Corp.	1,755	$65,461
3	ACN	Accenture plc This page	116	$14,435
4	FIS	Fidelity National Information Services, Inc.	59	$2,293

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,435	116	+0.9%	Shares	Sole	2026-07-24
2026-03-31	$22,803	115	-71.5%	Shares	Sole	2026-04-22
2025-12-31	$108,393	404	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.