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CrossGen Wealth, LLC → HTB

CrossGen Wealth, LLC HTB Position History

HomeTrust Bancshares, Inc. • Banking

Quarters held
4
Latest value
$98K
Q3 2026
Peak value
$107K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$92K
Q1 2026$91K
Q2 2026$107K
Q3 2026$98K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$98K2.1K——
Q2 2026$107K2.1K——
Q1 2026$91K2.1K——
Q4 2025$92K2.1K——

Other funds holding HTB

Other CrossGen Wealth, LLC positions

ETHA

ISHARES TR CORE S&P500 ETF

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ETHA

ISHARES TR CORE S&P500 ETF

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ETHA

ISHARES TR CORE S&P500 ETF

$13.9M
ETHA

ISHARES TR CORE S&P500 ETF

$13M
VLO

VALERO ENERGY CORPORATION

$7.5M
ETHA

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$7M
AAPL

APPLE INCORPORATED

$6.9M
ETHA

ISHARES TR CORE MSCI EAFE

$6.2M
CrossGen Wealth, LLC HTB Holdings: 13F Position History | Track13F