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CrossGen Wealth, LLC

Position in MDT — Medtronic plc

CIK 2112179 GREENVILLE, NC

Position in MDT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,058,843
-$38,925 QoQ
Shares Held
13,535
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,031
of 2,103 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MDT Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

CrossGen Wealth, LLC holds $1,126,111 across 5 Medical Devices names. MDT ranks #1 (94.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MDT
Medtronic plc
This page
13,535 $1,058,843

All Filings in MDT

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,058,843 13,535
2026-03-31 $1,097,768 12,669
2025-12-31 $1,250,413 13,017