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Geneos Wealth Management’s CSW Industrials CSW Stock Holding History

Geneos Wealth Management’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$706 – 3073
2024
Q4 		$706 Buy
+2
New +$778 ﹤0.01% 2838

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geneos Wealth Management's CSW Position: Q1 2025 in Review

Geneos Wealth Management sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 2 shares — an estimated $706 sold.

Geneos Wealth Management first reported a position in CSW in Q4 2024 and held it in 1 quarter. The position peaked at $706 in Q4 2024. 357 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

  • Geneos Wealth Management reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2 CSW Industrials shares in Q1 2025, an estimated $706.
  • Geneos Wealth Management first reported a position in CSW Industrials in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's CSW Industrials position peaked at $706 in Q4 2024.
  • 357 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.