CrossGen Wealth, LLC DTIL β€” PRECISION BIOSCIENCES INCORPORATED COM NEW

Ownership history in CrossGen Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

CrossGen Wealth, LLC reported PRECISION BIOSCIENCES INCORPORATED COM NEW (DTIL) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows DTIL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CrossGen Wealth, LLC's position in PRECISION BIOSCIENCES INCORPORATED COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DTIL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CrossGen Wealth, LLC held DTIL β€” position size vs. price
% of Fund (quarterly)    DTIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,000 β€” 0% 0.00% $6K 2026-04-22 $7.91
2025 Q4 INITIATED β€” β€” β€” 1,000 β€” β€” 0.00% $4K 2026-02-19 $3.92

FAQ About CrossGen Wealth, LLC and DTIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CrossGen Wealth, LLC reported owning DTIL?

CrossGen Wealth, LLC reported DTIL across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DTIL position in CrossGen Wealth, LLC's portfolio?

The largest reported portfolio weight for DTIL was 0.00% in 2026 Q1.

What is the latest reported DTIL position on this page?

The most recent filing on this page is 2026 Q1, when CrossGen Wealth, LLC reported 1,000 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this DTIL ownership page compare?

The chart compares CrossGen Wealth, LLC's quarterly DTIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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