GWM
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Greenline Wealth Management’s Credo Technology Group CRDO Stock Holding History

Greenline Wealth Management’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$843K Buy
3,100
+332
+12% +$65.6K 0.69% 39
2026
Q1 		$260K Buy
2,768
+662
+31% +$80.6K 0.3% 71
2025
Q4 		$303K Buy
+2,106
New +$324K 0.31% 58

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenline Wealth Management's CRDO Position: Q2 2026 in Review

Greenline Wealth Management increased its Credo Technology Group (CRDO) stake by 12% in Q2 2026, buying an estimated $65.6K and bringing the position to 3,100 shares worth $843K. The position accounts for 0.69% of the portfolio, ranked #39.

Greenline Wealth Management first reported a position in CRDO in Q4 2025 and has held it in 3 quarters since. 980 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Greenline Wealth Management held 3,100 shares of Credo Technology Group worth $843K as of Q2 2026.
  • Greenline Wealth Management bought 332 Credo Technology Group shares in Q2 2026, an estimated $65.6K.
  • Credo Technology Group made up 0.69% of Greenline Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Greenline Wealth Management first reported a position in Credo Technology Group in Q4 2025 and has held it in 3 quarters since.
  • 980 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.