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CrossGen Wealth’s Procter & Gamble PG Stock Holding History

CrossGen Wealth’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38K Sell
259
-122
-32% -$17.8K 0.03% 105
2026
Q1 		$55K Buy
381
+1
+0.3% +$152 0.05% 99
2025
Q4 		$54.5K Buy
+380
New +$56K 0.05% 95

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CrossGen Wealth's PG Position: Q2 2026 in Review

CrossGen Wealth reduced its Procter & Gamble (PG) stake by 32% in Q2 2026, selling an estimated $17.8K and leaving 259 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #105.

CrossGen Wealth first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $55K in Q1 2026. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • CrossGen Wealth held 259 shares of Procter & Gamble worth $38K as of Q2 2026.
  • CrossGen Wealth sold 122 Procter & Gamble shares in Q2 2026, an estimated $17.8K.
  • Procter & Gamble made up 0.03% of CrossGen Wealth's portfolio in Q2 2026, its #105 holding.
  • CrossGen Wealth first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Procter & Gamble position peaked at $55K in Q1 2026.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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