Gen-Wealth Partners’s Carlisle Companies CSL Stock Holding History

Gen-Wealth Partners’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-175	Closed	-$72.4K	–	674
2024 Q2	$70.9K	Buy	+175	New	+$70.5K	0.03%	337

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gen-Wealth Partners's CSL Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 175 shares — an estimated $72.4K sold.

Gen-Wealth Partners first reported a position in CSL in Q2 2024 and held it in 1 quarter. The position peaked at $70.9K in Q2 2024. 744 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

Gen-Wealth Partners reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 175 Carlisle Companies shares in Q3 2024, an estimated $72.4K.
Gen-Wealth Partners first reported a position in Carlisle Companies in Q2 2024 and held it in 1 quarter.
Gen-Wealth Partners's Carlisle Companies position peaked at $70.9K in Q2 2024.
744 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.