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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rialto Wealth Management's CRGY Position: Q1 2026 in Review

Rialto Wealth Management held its Crescent Energy (CRGY) position steady in Q1 2026 at 4 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Rialto Wealth Management first reported a position in CRGY in Q1 2025 and has held it in 5 quarters since. The position peaked at $571 in Q3 2025. 358 funds tracked by Wall St. Rank hold CRGY as of Q1 2026.

  • Rialto Wealth Management held 4 shares of Crescent Energy worth $54 as of Q1 2026.
  • Rialto Wealth Management left its Crescent Energy share count unchanged in Q1 2026.
  • Crescent Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1694 holding.
  • Rialto Wealth Management first reported a position in Crescent Energy in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Crescent Energy position peaked at $571 in Q3 2025.
  • 358 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.