Centric Wealth Management
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Centric Wealth Management’s CSX Corp CSX Stock Holding History

Centric Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$249K Buy
+4,932
New +$245K 0.04% 196

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BlackRock
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Centric Wealth Management's CSX Position: Q3 2026 in Review

Centric Wealth Management opened a new position in CSX Corp (CSX) in Q3 2026: 4,932 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings.

1,725 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Centric Wealth Management held 4,932 shares of CSX Corp worth $249K as of Q3 2026.
  • CSX Corp was a new Centric Wealth Management position in Q3 2026.
  • CSX Corp made up 0.04% of Centric Wealth Management's portfolio in Q3 2026, its #196 holding.
  • 1,725 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.