Financial Gravity Asset Management’s Crescent Energy CRGY Stock Holding History

Financial Gravity Asset Management’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
2025 Q1	$4.5K	Buy	+400	New	+$5.51K	﹤0.01%	731

Other funds holding CRGY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

ACG

Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return

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

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

Financial Gravity Asset Management's CRGY Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Crescent Energy (CRGY) in Q1 2025: 400 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings.

292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

Financial Gravity Asset Management held 400 shares of Crescent Energy worth $4.5K as of Q1 2025.
Crescent Energy was a new Financial Gravity Asset Management position in Q1 2025.
Crescent Energy made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #731 holding.
292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.