Position in IR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,248
+$233 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#768
of 889 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CrossGen Wealth, LLC holds $4,062,980 across 5 Specialty Industrial Machinery names. IR ranks #4 (0.3% of the industry book) .
All Filings in IR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,248 | 125 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $10,015 | 125 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,002 | 202 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||