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Rialto Wealth Management’s Crescent Energy CRGY Stock Holding History

Rialto Wealth 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
2026
Q2 		$904 Buy
92
+88
+2,200% +$1.08K ﹤0.01% 1420
2026
Q1 		$54 Hold
4
– – ﹤0.01% 1694
2025
Q4 		$34 Sell
4
-60
-94% -$527 ﹤0.01% 1684
2025
Q3 		$571 Hold
64
– – ﹤0.01% 1154
2025
Q2 		$551 Buy
64
+20
+45% +$175 ﹤0.01% 1104
2025
Q1 		$495 Buy
+44
New +$606 ﹤0.01% 868

Other funds holding CRGY

BlackRock
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rialto Wealth Management's CRGY Position: Q2 2026 in Review

Rialto Wealth Management increased its Crescent Energy (CRGY) stake by 2,200% in Q2 2026, buying an estimated $1.08K and bringing the position to 92 shares worth $904. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Rialto Wealth Management first reported a position in CRGY in Q1 2025 and has held it in 6 quarters since. 363 funds tracked by Wall St. Rank hold CRGY as of Q2 2026.

  • Rialto Wealth Management held 92 shares of Crescent Energy worth $904 as of Q2 2026.
  • Rialto Wealth Management bought 88 Crescent Energy shares in Q2 2026, an estimated $1.08K.
  • Crescent Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1420 holding.
  • Rialto Wealth Management first reported a position in Crescent Energy in Q1 2025 and has held it in 6 quarters since.
  • 363 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.