Position in IQV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,345
+$2,857 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#932
of 1,082 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IQV Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026CrossGen Wealth, LLC holds $24,345 across 1 Diagnostics & Research name. IQV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IQV |
Iqvia Holdings Inc.
This page
|
126 | $24,345 |
All Filings in IQV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,345 | 126 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,488 | 126 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28,401 | 126 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||