Curio Wealth’s Crescent Energy CRGY Stock Holding History

Curio Wealth’s Portfolio CRGY Stock Details CRGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7	Closed	-$95	–	309
2026 Q1	$95	Buy	+7	New	+$73	﹤0.01%	973

Other funds holding CRGY

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

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Curio Wealth's CRGY Position: Q2 2026 in Review

Curio Wealth sold out of Crescent Energy (CRGY) in Q2 2026, closing a stake of 7 shares — an estimated $95 sold.

Curio Wealth first reported a position in CRGY in Q1 2026 and held it in 1 quarter. The position peaked at $95 in Q1 2026. 362 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

Curio Wealth reported no remaining Crescent Energy position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 7 Crescent Energy shares in Q2 2026, an estimated $95.
Curio Wealth first reported a position in Crescent Energy in Q1 2026 and held it in 1 quarter.
Curio Wealth's Crescent Energy position peaked at $95 in Q1 2026.
362 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.