Geneos Wealth Management’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $272K | Hold |
750
| – | – | 0.01% | 897 |
|
|
2026
Q1 | $250K | Hold |
750
| – | – | 0.01% | 890 |
|
|
2025
Q4 | $240K | Hold |
750
| – | – | 0.01% | 871 |
|
|
2025
Q3 | $247K | Sell |
750
-99
| -12% | -$37.7K | 0.01% | 841 |
|
|
2025
Q2 | $317K | Buy |
849
+510
| +150% | +$189K | 0.01% | 844 |
|
|
2025
Q1 | $115K | Buy |
339
+84
| +33% | +$30.1K | ﹤0.01% | 1105 |
|
|
2024
Q4 | $94.1K | Buy |
255
+1
| +0.4% | +$436 | ﹤0.01% | 1089 |
|
|
2024
Q3 | $114K | Buy |
254
+4
| +2% | +$1.66K | ﹤0.01% | 929 |
|
|
2024
Q2 | $101K | Hold |
250
| – | – | ﹤0.01% | 866 |
|
|
2024
Q1 | $98K | Hold |
250
| – | – | ﹤0.01% | 855 |
|
|
2023
Q4 | $78.1K | Hold |
250
| – | – | ﹤0.01% | 913 |
|
|
2023
Q3 | $64.8K | Hold |
250
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q2 | $64.1K | Hold |
250
| – | – | ﹤0.01% | 1006 |
|
|
2023
Q1 | $56.5K | Hold |
250
| – | – | ﹤0.01% | 1033 |
|
|
2022
Q4 | $58.9K | Hold |
250
| – | – | ﹤0.01% | 995 |
|
|
2022
Q3 | $70K | Hold |
250
| – | – | ﹤0.01% | 918 |
|
|
2022
Q2 | $60K | Hold |
250
| – | – | ﹤0.01% | 1199 |
|
|
2022
Q1 | $61K | Hold |
250
| – | – | ﹤0.01% | 1290 |
|
|
2021
Q4 | $62K | Sell |
250
-281
| -53% | -$64.5K | ﹤0.01% | 1378 |
|
|
2021
Q3 | $107K | Hold |
531
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q2 | $101K | Sell |
531
-176
| -25% | -$32.7K | ﹤0.01% | 1157 |
|
|
2021
Q1 | $135K | Hold |
707
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q4 | $88K | Buy |
707
+457
| +183% | +$64.2K | ﹤0.01% | 1195 |
|
|
2020
Q3 | $29K | Hold |
250
| – | – | ﹤0.01% | 1478 |
|
|
2020
Q2 | $29K | Hold |
250
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q1 | $29K | Sell |
250
-150
| -38% | -$22.3K | ﹤0.01% | 1354 |
|
|
2019
Q4 | $65K | Hold |
400
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q3 | $57K | Sell |
400
-66
| -14% | -$9.27K | ﹤0.01% | 1118 |
|
|
2019
Q2 | $65K | Hold |
466
| – | – | ﹤0.01% | 1072 |
|
|
2019
Q1 | $57K | Sell |
466
-77
| -14% | -$8.89K | ﹤0.01% | 1080 |
|
|
2018
Q4 | $53K | Sell |
543
-345
| -39% | -$35.5K | ﹤0.01% | 1063 |
|
|
2018
Q3 | $108K | Buy |
888
+188
| +27% | +$23K | 0.01% | 854 |
|
|
2018
Q2 | $75K | Hold |
700
| – | – | 0.01% | 882 |
|
|
2018
Q1 | $73K | Hold |
700
| – | – | 0.01% | 853 |
|
|
2017
Q4 | $79K | Hold |
700
| – | – | 0.01% | 822 |
|
|
2017
Q3 | $70K | Hold |
700
| – | – | 0.01% | 825 |
|
|
2017
Q2 | $66K | Hold |
700
| – | – | 0.01% | 827 |
|
|
2017
Q1 | $74K | Sell |
700
-35
| -5% | -$3.75K | 0.01% | 752 |
|
|
2016
Q4 | $81K | Hold |
735
| – | – | 0.01% | 672 |
|
|
2016
Q3 | $75K | Buy |
735
+35
| +5% | +$3.65K | 0.01% | 671 |
|
|
2016
Q2 | $73K | Hold |
700
| – | – | 0.01% | 681 |
|
|
2016
Q1 | $69K | Buy |
+700
| New | +$61.7K | 0.01% | 690 |
|
Other funds holding CSL
Geneos Wealth Management's CSL Position: Q2 2026 in Review
Geneos Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2026 at 750 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #897.
Geneos Wealth Management first reported a position in CSL in Q1 2016 and has held it in 42 quarters since. The position peaked at $317K in Q2 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.
- Geneos Wealth Management held 750 shares of Carlisle Companies worth $272K as of Q2 2026.
- Geneos Wealth Management left its Carlisle Companies share count unchanged in Q2 2026.
- Carlisle Companies made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #897 holding.
- Geneos Wealth Management first reported a position in Carlisle Companies in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Carlisle Companies position peaked at $317K in Q2 2025.
- 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.