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CrossGen Wealth, LLC

Position in V — Visa Inc.

CIK 2112179 GREENVILLE, NC

Position in V

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$146,842
-$220,379 QoQ
Shares Held
428
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#4,311
of 4,501 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in V Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

CrossGen Wealth, LLC holds $171,977 across 3 Credit Services names. V ranks #1 (85.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
This page
428 $146,842

All Filings in V

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $146,842 428
2026-03-31 $367,221 1,215
2025-12-31 $442,946 1,263