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Crossmark Global Holdings, Inc.: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crossmark Global Holdings, Inc. on GEN, newest first. How the timeline and the estimate are built.

Crossmark Global Holdings, Inc. held 98,156 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,156 shares
    Change vs previous 13F -78,080 shares

    0.03% of the 13F portfolio, value $2,443,103.

    13F-HR 0001539204-26-000011 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 176,236 shares
    Change vs previous 13F +36,070 shares

    0.05% of the 13F portfolio, value $3,318,523.

    13F-HR 0001539204-26-000007 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,166 shares
    Change vs previous 13F -192,959 shares

    0.05% of the 13F portfolio, value $3,811,113.

    13F-HR 0001539204-26-000002 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 333,125 shares
    Change vs previous 13F +19,317 shares

    0.14% of the 13F portfolio, value $9,457,419.

    13F-HR 0001539204-25-000008 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 313,808 shares
    Change vs previous 13F +318 shares

    0.15% of the 13F portfolio, value $9,225,955.

    13F-HR 0001539204-25-000006 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 313,490 shares
    Change vs previous 13F +51,183 shares

    0.15% of the 13F portfolio, value $8,320,025.

    13F-HR 0001539204-25-000004 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 262,307 shares
    Change vs previous 13F +41,630 shares

    0.13% of the 13F portfolio, value $7,182,000.

    13F-HR 0001539204-25-000001 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 220,677 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,053,000.

    13F-HR 0001539204-24-000009 filed by Crossmark Global Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).