CrossGen Wealth, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 2112179 GREENVILLE, NC

Position in DLTR

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

Position Value

$182,513

+$11,568 QoQ

Shares Held

1,509

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#609

of 858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CrossGen Wealth, LLC holds $4,741,333 across 4 Discount Stores names. DLTR ranks #2 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	38,868	$4,402,189
2	DLTR	Dollar Tree, Inc. This page	1,509	$182,513
3	DG	Dollar General Corp	930	$107,052
4	COST	Costco Wholesale Corp /New	53	$49,579

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$182,513	1,509	-3.3%	Shares	Sole	2026-07-24
2026-03-31	$170,945	1,561	0.0%	Shares	Sole	2026-04-22
2025-12-31	$192,018	1,561	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.