Back to CRGY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CRGY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CRGY Position History
Crescent Energy Company • Energy
Quarters held
5
Latest value
$735K
Q3 2026
Peak value
$735K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $251K |
| Q4 2025 | $295K |
| Q1 2026 | $371K |
| Q2 2026 | $395K |
| Q3 2026 | $735K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $735K | 56.5K | — | — |
| Q2 2026 | $395K | 41.7K | — | — |
| Q1 2026 | $371K | 27.6K | — | — |
| Q4 2025 | $295K | 36.7K | — | — |
| Q3 2025 | $251K | 27.5K | — | — |
Other funds holding CRGY
$227.1M
$217.2M