Position in HD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,645,604
+$165,599 QoQ
Shares Held
4,666
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,939
of 4,086 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026CrossGen Wealth, LLC holds $1,876,016 across 2 Home Improvement Retail names. HD ranks #1 (87.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
4,666 | $1,645,604 | |
| 2 | LOW |
Lowes Companies Inc
|
1,045 | $230,412 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,604 | 4,666 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,480,005 | 4,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,580,795 | 4,594 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||