Financial Gravity Companies’s Crescent Energy CRGY Stock Holding History

Financial Gravity Companies’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 Q2	$3.44K	Buy	+400	New	+$3.5K	﹤0.01%	710

Other funds holding CRGY

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Financial Gravity Companies's CRGY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Crescent Energy (CRGY) in Q2 2025: 400 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

275 funds tracked by Wall St. Rank hold CRGY as of Q2 2025.

Financial Gravity Companies held 400 shares of Crescent Energy worth $3.44K as of Q2 2025.
Crescent Energy was a new Financial Gravity Companies position in Q2 2025.
Crescent Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #710 holding.
275 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.