Geneos Wealth Management
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Geneos Wealth Management’s Curtiss-Wright CW Stock Holding History

Geneos Wealth Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.07K Buy
13
+11
+550% +$7.24K ﹤0.01% 2527
2026
Q2 		$1.52K Buy
+2
New +$1.47K ﹤0.01% 2367
2026
Q1 		– Sell
-10
Closed -$5.51K – 2492
2025
Q4 		$5.51K Buy
+10
New +$5.58K ﹤0.01% 2113
2025
Q3 		– Sell
-42
Closed -$20.5K – 2652
2025
Q2 		$20.5K Buy
42
+2
+5% +$789 ﹤0.01% 2019
2025
Q1 		$12.7K Buy
40
+5
+14% +$1.69K ﹤0.01% 2155
2024
Q4 		$12.4K Hold
35
– – ﹤0.01% 1962
2024
Q3 		$11.5K Buy
+35
New +$10.4K ﹤0.01% 1782
2020
Q4 		– Sell
-20
Closed -$1K – 2911
2020
Q3 		$1K Buy
+20
New +$1.92K ﹤0.01% 2503
2018
Q2 		– Sell
-188
Closed -$25K – 2269
2018
Q1 		$25K Hold
188
– – ﹤0.01% 1294
2017
Q4 		$22K Hold
188
– – ﹤0.01% 1341
2017
Q3 		$19K Sell
188
-322
-63% -$31.2K ﹤0.01% 1328
2017
Q2 		$46K Hold
510
– – ﹤0.01% 948
2017
Q1 		$46K Hold
510
– – ﹤0.01% 922
2016
Q4 		$50K Hold
510
– – 0.01% 838
2016
Q3 		$46K Sell
510
-100
-16% -$8.8K 0.01% 841
2016
Q2 		$51K Hold
610
– – 0.01% 803
2016
Q1 		$45K Buy
+610
New +$42.3K 0.01% 820

Other funds holding CW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geneos Wealth Management's CW Position: Q3 2026 in Review

Geneos Wealth Management increased its Curtiss-Wright (CW) stake by 550% in Q3 2026, buying an estimated $7.24K and bringing the position to 13 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2527.

Geneos Wealth Management first reported a position in CW in Q1 2016 and has held it in 17 quarters since. The position peaked at $51K in Q2 2016. 669 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Geneos Wealth Management held 13 shares of Curtiss-Wright worth $7.07K as of Q3 2026.
  • Geneos Wealth Management bought 11 Curtiss-Wright shares in Q3 2026, an estimated $7.24K.
  • Curtiss-Wright made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2527 holding.
  • Geneos Wealth Management first reported a position in Curtiss-Wright in Q1 2016 and has held it in 17 quarters since.
  • Geneos Wealth Management's Curtiss-Wright position peaked at $51K in Q2 2016.
  • 669 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.