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CrossGen Wealth, LLC → AVGO

CrossGen Wealth, LLC AVGO Position History

Broadcom Inc.

Quarters held
4
Latest value
$5.1M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.2M
Q1 2026$4.6M
Q2 2026$5.5M
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M14.4K——
Q2 2026$5.5M14.4K——
Q1 2026$4.6M14.9K——
Q4 2025$5.2M15.1K——

Other funds holding AVGO

Other CrossGen Wealth, LLC positions

ETHA

ISHARES TR CORE S&P500 ETF

$14.8M
ETHA

ISHARES TR CORE S&P500 ETF

$14.7M
ETHA

ISHARES TR CORE S&P500 ETF

$13.9M
ETHA

ISHARES TR CORE S&P500 ETF

$13M
VLO

VALERO ENERGY CORPORATION

$7.5M
ETHA

ISHARES TR CORE MSCI EAFE

$7M
AAPL

APPLE INCORPORATED

$6.9M
ETHA

ISHARES TR CORE MSCI EAFE

$6.2M