CrossGen Wealth’s Dow Inc DOW Stock Holding History

CrossGen Wealth’s Portfolio DOW Stock Details DOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.94K	Hold	217	–	–	﹤0.01%	173
2026 Q1	$9.04K	Hold	217	–	–	0.01%	154
2025 Q4	$5.07K	Buy	+217	New	+$4.99K	﹤0.01%	160

Other funds holding DOW

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

CrossGen Wealth's DOW Position: Q2 2026 in Review

CrossGen Wealth held its Dow Inc (DOW) position steady in Q2 2026 at 217 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

CrossGen Wealth first reported a position in DOW in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.04K in Q1 2026. 1,200 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

CrossGen Wealth held 217 shares of Dow Inc worth $5.94K as of Q2 2026.
CrossGen Wealth left its Dow Inc share count unchanged in Q2 2026.
Dow Inc made up ﹤0.01% of CrossGen Wealth's portfolio in Q2 2026, its #173 holding.
CrossGen Wealth first reported a position in Dow Inc in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's Dow Inc position peaked at $9.04K in Q1 2026.
1,200 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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