Back to CRGY
Heirloom Wealth Management → CRGY
Heirloom Wealth Management CRGY Position History
Crescent Energy Company • Energy
Quarters held
3
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $917K |
| Q2 2026 | $776K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 79.0K | — | — |
| Q2 2026 | $776K | 79.0K | — | — |
| Q1 2026 | $917K | 67.9K | — | — |
Other funds holding CRGY
$227.1M
$217.2M