Geneos Wealth Management’s CSX Corp CSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.5M | Sell |
157,786
-1,923
| -1% | -$86.8K | 0.15% | 153 |
|
|
2026
Q1 | $6.56M | Buy |
159,709
+1,003
| +0.6% | +$39.3K | 0.15% | 158 |
|
|
2025
Q4 | $5.75M | Sell |
158,706
-1,069
| -0.7% | -$38.3K | 0.14% | 184 |
|
|
2025
Q3 | $5.67M | Sell |
159,775
-8,209
| -5% | -$280K | 0.14% | 180 |
|
|
2025
Q2 | $5.48M | Sell |
167,984
-73,483
| -30% | -$2.21M | 0.13% | 188 |
|
|
2025
Q1 | $7.11M | Buy |
241,467
+169,559
| +236% | +$5.39M | 0.1% | 247 |
|
|
2024
Q4 | $2.32M | Sell |
71,908
-144
| -0.2% | -$4.94K | 0.08% | 270 |
|
|
2024
Q3 | $2.49M | Buy |
72,052
+11,696
| +19% | +$397K | 0.09% | 250 |
|
|
2024
Q2 | $2.02M | Sell |
60,356
-1,251
| -2% | -$42.5K | 0.09% | 247 |
|
|
2024
Q1 | $2.28M | Buy |
61,607
+112
| +0.2% | +$4.09K | 0.1% | 227 |
|
|
2023
Q4 | $2.13M | Sell |
61,495
-150
| -0.2% | -$4.78K | 0.11% | 221 |
|
|
2023
Q3 | $1.9M | Sell |
61,645
-1,000
| -2% | -$31.7K | 0.1% | 220 |
|
|
2023
Q2 | $2.14M | Buy |
62,645
+9
| +0% | +$285 | 0.11% | 207 |
|
|
2023
Q1 | $1.88M | Sell |
62,636
-104
| -0.2% | -$3.2K | 0.11% | 208 |
|
|
2022
Q4 | $1.94M | Sell |
62,740
-2,220
| -3% | -$66.8K | 0.12% | 182 |
|
|
2022
Q3 | $1.73M | Sell |
64,960
-21,284
| -25% | -$662K | 0.12% | 179 |
|
|
2022
Q2 | $2.53M | Buy |
86,244
+413
| +0.5% | +$13.5K | 0.13% | 182 |
|
|
2022
Q1 | $3.21M | Buy |
85,831
+547
| +0.6% | +$19.3K | 0.14% | 166 |
|
|
2021
Q4 | $3.21M | Sell |
85,284
-4,740
| -5% | -$167K | 0.12% | 178 |
|
|
2021
Q3 | $2.73M | Buy |
90,024
+963
| +1% | +$30.8K | 0.1% | 202 |
|
|
2021
Q2 | $2.9M | Sell |
89,061
-14,136
| -14% | -$466K | 0.11% | 194 |
|
|
2021
Q1 | $3.46M | Sell |
103,197
-14,316
| -12% | -$437K | 0.1% | 216 |
|
|
2020
Q4 | $3.83M | Sell |
117,513
-3,147
| -3% | -$90.4K | 0.15% | 152 |
|
|
2020
Q3 | $3.14M | Buy |
120,660
+87
| +0.1% | +$2.15K | 0.16% | 145 |
|
|
2020
Q2 | $2.65M | Buy |
120,573
+534
| +0.4% | +$11.8K | 0.15% | 150 |
|
|
2020
Q1 | $2.25M | Buy |
120,039
+11,382
| +10% | +$266K | 0.15% | 151 |
|
|
2019
Q4 | $2.64M | Buy |
108,657
+1,425
| +1% | +$33.7K | 0.14% | 170 |
|
|
2019
Q3 | $2.46M | Buy |
107,232
+12,054
| +13% | +$281K | 0.15% | 160 |
|
|
2019
Q2 | $2.45M | Buy |
95,178
+237
| +0.2% | +$6.11K | 0.15% | 156 |
|
|
2019
Q1 | $2.37M | Buy |
94,941
+324
| +0.3% | +$7.5K | 0.16% | 165 |
|
|
2018
Q4 | $1.96M | Sell |
94,617
-129
| -0.1% | -$2.97K | 0.14% | 167 |
|
|
2018
Q3 | $2.34M | Buy |
94,746
+1,005
| +1% | +$23.9K | 0.16% | 158 |
|
|
2018
Q2 | $1.99M | Sell |
93,741
-1,362
| -1% | -$28K | 0.16% | 145 |
|
|
2018
Q1 | $1.77M | Sell |
95,103
-2,613
| -3% | -$48.8K | 0.15% | 139 |
|
|
2017
Q4 | $1.79M | Sell |
97,716
-816
| -0.8% | -$14.4K | 0.16% | 144 |
|
|
2017
Q3 | $1.78M | Sell |
98,532
-4,938
| -5% | -$84.8K | 0.18% | 137 |
|
|
2017
Q2 | $1.88M | Sell |
103,470
-34,077
| -25% | -$584K | 0.19% | 122 |
|
|
2017
Q1 | $2.13M | Sell |
137,547
-4,095
| -3% | -$62.4K | 0.22% | 108 |
|
|
2016
Q4 | $1.7M | Sell |
141,642
-6,222
| -4% | -$69.8K | 0.22% | 109 |
|
|
2016
Q3 | $1.5M | Buy |
147,864
+2,172
| +1% | +$20.5K | 0.2% | 120 |
|
|
2016
Q2 | $1.27M | Sell |
145,692
-1,917
| -1% | -$16.7K | 0.18% | 122 |
|
|
2016
Q1 | $1.26M | Buy |
+147,609
| New | +$1.2M | 0.19% | 122 |
|
Other funds holding CSX
Geneos Wealth Management's CSX Position: Q2 2026 in Review
Geneos Wealth Management reduced its CSX Corp (CSX) stake by 1.2% in Q2 2026, selling an estimated $86.8K and leaving 157,786 shares worth $7.5M. The position accounts for 0.15% of the portfolio, ranked #153.
Geneos Wealth Management first reported a position in CSX in Q1 2016 and has held it in 42 quarters since. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.
- Geneos Wealth Management held 157,786 shares of CSX Corp worth $7.5M as of Q2 2026.
- Geneos Wealth Management sold 1,923 CSX Corp shares in Q2 2026, an estimated $86.8K.
- CSX Corp made up 0.15% of Geneos Wealth Management's portfolio in Q2 2026, its #153 holding.
- Geneos Wealth Management first reported a position in CSX Corp in Q1 2016 and has held it in 42 quarters since.
- 1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.