Position in CLX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,697
-$1,262 QoQ
Shares Held
154
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#905
of 1,039 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026CrossGen Wealth, LLC holds $82,862 across 3 Household & Personal Products names. CLX ranks #3 (17.7% of the industry book) .
All Filings in CLX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,697 | 154 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,959 | 154 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,527 | 154 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||