Geneos Wealth Management’s CSX Corp CSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.48M Sell
167,984
-73,483
-30% -$2.4M 0.13% 188
2025
Q1
$7.11M Buy
241,467
+169,559
+236% +$4.99M 0.1% 247
2024
Q4
$2.32M Sell
71,908
-144
-0.2% -$4.65K 0.08% 270
2024
Q3
$2.49M Buy
72,052
+11,696
+19% +$404K 0.09% 250
2024
Q2
$2.02M Sell
60,356
-1,251
-2% -$41.8K 0.09% 247
2024
Q1
$2.28M Buy
61,607
+112
+0.2% +$4.15K 0.1% 227
2023
Q4
$2.13M Sell
61,495
-150
-0.2% -$5.2K 0.11% 221
2023
Q3
$1.9M Sell
61,645
-1,000
-2% -$30.8K 0.1% 220
2023
Q2
$2.14M Buy
62,645
+9
+0% +$307 0.11% 207
2023
Q1
$1.88M Sell
62,636
-104
-0.2% -$3.11K 0.11% 208
2022
Q4
$1.94M Sell
62,740
-2,220
-3% -$68.8K 0.12% 182
2022
Q3
$1.73M Sell
64,960
-21,284
-25% -$567K 0.12% 179
2022
Q2
$2.53M Buy
86,244
+413
+0.5% +$12.1K 0.13% 182
2022
Q1
$3.21M Buy
85,831
+547
+0.6% +$20.5K 0.14% 166
2021
Q4
$3.21M Sell
85,284
-4,740
-5% -$178K 0.12% 178
2021
Q3
$2.73M Buy
90,024
+963
+1% +$29.2K 0.1% 202
2021
Q2
$2.9M Sell
89,061
-14,136
-14% -$460K 0.11% 194
2021
Q1
$3.47M Sell
103,197
-14,316
-12% -$481K 0.1% 216
2020
Q4
$3.83M Sell
117,513
-3,147
-3% -$102K 0.15% 152
2020
Q3
$3.14M Buy
120,660
+87
+0.1% +$2.26K 0.16% 145
2020
Q2
$2.65M Buy
120,573
+534
+0.4% +$11.7K 0.15% 150
2020
Q1
$2.25M Buy
120,039
+11,382
+10% +$214K 0.15% 151
2019
Q4
$2.64M Buy
108,657
+1,425
+1% +$34.6K 0.14% 170
2019
Q3
$2.46M Buy
107,232
+12,054
+13% +$277K 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% +$8.08K 0.16% 165
2018
Q4
$1.96M Sell
94,617
-129
-0.1% -$2.67K 0.14% 167
2018
Q3
$2.34M Buy
94,746
+1,005
+1% +$24.8K 0.16% 158
2018
Q2
$1.99M Sell
93,741
-1,362
-1% -$28.9K 0.16% 145
2018
Q1
$1.77M Sell
95,103
-2,613
-3% -$48.5K 0.15% 139
2017
Q4
$1.79M Sell
97,716
-816
-0.8% -$15K 0.16% 144
2017
Q3
$1.78M Sell
98,532
-4,938
-5% -$89.3K 0.18% 137
2017
Q2
$1.88M Sell
103,470
-34,077
-25% -$619K 0.19% 122
2017
Q1
$2.13M Sell
137,547
-4,095
-3% -$63.5K 0.22% 108
2016
Q4
$1.7M Sell
141,642
-6,222
-4% -$74.5K 0.22% 109
2016
Q3
$1.5M Buy
147,864
+2,172
+1% +$22.1K 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 +$1.26M 0.19% 122