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WealthTrak Capital Management’s Crescent Energy CRGY Stock Holding History

WealthTrak Capital 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 		– Sell
-10
Closed -$147 – 1007
2024
Q4 		$147 Buy
+10
New +$136 ﹤0.01% 841

Other funds holding CRGY

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jennison Associates
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthTrak Capital Management's CRGY Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Crescent Energy (CRGY) in Q1 2025, closing a stake of 10 shares — an estimated $147 sold.

WealthTrak Capital Management first reported a position in CRGY in Q4 2024 and held it in 1 quarter. The position peaked at $147 in Q4 2024. 292 funds tracked by Wall St. Rank hold CRGY as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Crescent Energy position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Crescent Energy shares in Q1 2025, an estimated $147.
  • WealthTrak Capital Management first reported a position in Crescent Energy in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Crescent Energy position peaked at $147 in Q4 2024.
  • 292 funds tracked by Wall St. Rank held Crescent Energy as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.