CrossGen Wealth, LLC
Position in IBM — International Business Machines Corp
CIK 2112179
GREENVILLE, NC
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$371,478
+$103,395 QoQ
Shares Held
1,321
+19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,809
of 3,616 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026CrossGen Wealth, LLC holds $453,667 across 4 Information Technology Services names. IBM ranks #1 (81.9% of the industry book) .
All Filings in IBM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,478 | 1,321 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $268,083 | 1,106 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $327,608 | 1,106 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||