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Geneos Wealth Management’s Trane Technologies TT Stock Holding History

Geneos Wealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Buy
1,110
+120
+12% +$50.9K 0.01% 718
2025
Q4 		$385K Hold
990
– – 0.01% 743
2025
Q3 		$418K Sell
990
-2,728
-73% -$1.17M 0.01% 700
2025
Q2 		$1.63M Sell
3,718
-4,884
-57% -$1.93M 0.04% 410
2025
Q1 		$2.9M Buy
8,602
+5,934
+222% +$2.14M 0.04% 402
2024
Q4 		$985K Buy
2,668
+1
+0% +$397 0.03% 429
2024
Q3 		$1.04M Buy
2,667
+2,131
+398% +$739K 0.04% 405
2024
Q2 		$176K Hold
536
– – 0.01% 734
2024
Q1 		$161K Sell
536
-36
-6% -$9.77K 0.01% 750
2023
Q4 		$140K Buy
572
+3
+0.5% +$656 0.01% 761
2023
Q3 		$115K Buy
569
+220
+63% +$44.1K 0.01% 832
2023
Q2 		$66.8K Buy
349
+52
+18% +$9.23K ﹤0.01% 993
2023
Q1 		$54.6K Sell
297
-219
-42% -$39.8K ﹤0.01% 1046
2022
Q4 		$86.7K Sell
516
-13
-2% -$2.15K 0.01% 868
2022
Q3 		$76K Sell
529
-809
-60% -$121K 0.01% 884
2022
Q2 		$175K Sell
1,338
-42
-3% -$5.81K 0.01% 796
2022
Q1 		$210K Sell
1,380
-599
-30% -$98K 0.01% 787
2021
Q4 		$399K Sell
1,979
-140
-7% -$26.3K 0.02% 652
2021
Q3 		$370K Hold
2,119
– – 0.01% 656
2021
Q2 		$397K Sell
2,119
-81
-4% -$14.4K 0.02% 620
2021
Q1 		$382K Hold
2,200
– – 0.01% 707
2020
Q4 		$356K Buy
2,200
+303
+16% +$41.8K 0.01% 633
2020
Q3 		$225K Sell
1,897
-35
-2% -$3.93K 0.01% 651
2020
Q2 		$163K Sell
1,932
-70
-3% -$6.09K 0.01% 729
2020
Q1 		$165K Buy
+2,002
New +$243K 0.01% 677

Other funds holding TT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geneos Wealth Management's TT Position: Q1 2026 in Review

Geneos Wealth Management increased its Trane Technologies (TT) stake by 12% in Q1 2026, buying an estimated $50.9K and bringing the position to 1,110 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #718.

Geneos Wealth Management first reported a position in TT in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.9M in Q1 2025. 1,743 funds tracked by Wall St. Rank hold TT as of Q1 2026.

  • Geneos Wealth Management held 1,110 shares of Trane Technologies worth $463K as of Q1 2026.
  • Geneos Wealth Management bought 120 Trane Technologies shares in Q1 2026, an estimated $50.9K.
  • Trane Technologies made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #718 holding.
  • Geneos Wealth Management first reported a position in Trane Technologies in Q1 2020 and has held it in 25 quarters since.
  • Geneos Wealth Management's Trane Technologies position peaked at $2.9M in Q1 2025.
  • 1,743 funds tracked by Wall St. Rank held Trane Technologies as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.