CrossGen Wealth, LLC

Position in WMT — Walmart Inc.

CIK 2112179 GREENVILLE, NC

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,402,189

-$485,619 QoQ

Shares Held

38,868

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.68%

of 13F equity value

Holder Rank

#1,403

of 4,382 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CrossGen Wealth, LLC holds $4,741,333 across 4 Discount Stores names. WMT ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	38,868	$4,402,189
2	DLTR	Dollar Tree, Inc.	1,509	$182,513
3	DG	Dollar General Corp	930	$107,052
4	COST	Costco Wholesale Corp /New	53	$49,579

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,402,189	38,868	-1.2%	Shares	Sole	2026-07-24
2026-03-31	$4,887,808	39,329	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$4,419,857	39,672	—	Shares	Sole	2026-02-19
No filing history on record for this holder in this stock.