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CrossGen Wealth’s Energy Transfer Partners ET Stock Holding History

CrossGen Wealth’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.56K Hold
500
– – 0.01% 159
2026
Q1 		$9.65K Hold
500
– – 0.01% 151
2025
Q4 		$8.24K Buy
+500
New +$8.32K 0.01% 155

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CrossGen Wealth's ET Position: Q2 2026 in Review

CrossGen Wealth held its Energy Transfer Partners (ET) position steady in Q2 2026 at 500 shares worth $9.56K. The position accounts for 0.01% of the portfolio, ranked #159.

CrossGen Wealth first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.65K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • CrossGen Wealth held 500 shares of Energy Transfer Partners worth $9.56K as of Q2 2026.
  • CrossGen Wealth left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.01% of CrossGen Wealth's portfolio in Q2 2026, its #159 holding.
  • CrossGen Wealth first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Energy Transfer Partners position peaked at $9.65K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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