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CrossGen Wealth, LLC → FBP

CrossGen Wealth, LLC FBP Position History

First BanCorp. • Financial Services

Quarters held
4
Latest value
$681K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$990K
Q1 2026$1.1M
Q2 2026$712K
Q3 2026$681K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$681K11.1K——
Q2 2026$712K11.1K——
Q1 2026$1.1M19.5K——
Q4 2025$990K19.5K——

Other funds holding FBP

Other CrossGen Wealth, LLC positions

ETHA

ISHARES TR CORE S&P500 ETF

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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
CrossGen Wealth, LLC FBP Holdings: 13F Position History | Track13F