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CrossGen Wealth, LLC

Position in NVS — Novartis AG

CIK 2112179 GREENVILLE, NC

Position in NVS

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$32,911
+$834 QoQ
Shares Held
210
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,460
of 1,603 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NVS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

CrossGen Wealth, LLC holds $4,674,255 across 7 Drug Manufacturers - General names. NVS ranks #6 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 NVS
Novartis AG
This page
210 $32,911

All Filings in NVS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,911 210
2026-03-31 $32,077 210
2025-12-31 $28,401 206