CW
HI

CrossGen Wealth’s Hillenbrand HI Stock Holding History

CrossGen Wealth’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-75
Closed -$2.38K – 202
2025
Q4 		$2.38K Buy
+75
New +$2.31K ﹤0.01% 170

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CrossGen Wealth's HI Position: Q1 2026 in Review

CrossGen Wealth sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 75 shares — an estimated $2.38K sold.

CrossGen Wealth first reported a position in HI in Q4 2025 and held it in 1 quarter. The position peaked at $2.38K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • CrossGen Wealth reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • CrossGen Wealth sold 75 Hillenbrand shares in Q1 2026, an estimated $2.38K.
  • CrossGen Wealth first reported a position in Hillenbrand in Q4 2025 and held it in 1 quarter.
  • CrossGen Wealth's Hillenbrand position peaked at $2.38K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on CrossGen Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.