CrossGen Wealth’s Citigroup C Stock Holding History

CrossGen Wealth’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.6K	Hold	118	–	–	0.01%	138
2026 Q1	$13.4K	Buy	118 +1	+0.9%	+$114	0.01%	144
2025 Q4	$13.7K	Buy	+117	New	+$12.2K	0.01%	141

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CrossGen Wealth's C Position: Q2 2026 in Review

CrossGen Wealth held its Citigroup (C) position steady in Q2 2026 at 118 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #138.

CrossGen Wealth first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

CrossGen Wealth held 118 shares of Citigroup worth $16.6K as of Q2 2026.
CrossGen Wealth left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.01% of CrossGen Wealth's portfolio in Q2 2026, its #138 holding.
CrossGen Wealth first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.