Geneos Wealth Management
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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
Q3 		$612K Buy
1,353
+243
+22% +$112K 0.01% 728
2026
Q2 		$545K Hold
1,110
– – 0.01% 709
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 Buy
3,718
+539
+17% +$213K 0.04% 410
2025
Q1 		$1.07M Buy
3,179
+511
+19% +$185K 0.04% 444
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% -$9.8K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Geneos Wealth Management increased its Trane Technologies (TT) stake by 22% in Q3 2026, buying an estimated $112K and bringing the position to 1,353 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #728.

Geneos Wealth Management first reported a position in TT in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.63M in Q2 2025. 1,176 funds tracked by Wall St. Rank hold TT as of Q3 2026.

  • Geneos Wealth Management held 1,353 shares of Trane Technologies worth $612K as of Q3 2026.
  • Geneos Wealth Management bought 243 Trane Technologies shares in Q3 2026, an estimated $112K.
  • Trane Technologies made up 0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #728 holding.
  • Geneos Wealth Management first reported a position in Trane Technologies in Q1 2020 and has held it in 27 quarters since.
  • Geneos Wealth Management's Trane Technologies position peaked at $1.63M in Q2 2025.
  • 1,176 funds tracked by Wall St. Rank held Trane Technologies as of Q3 2026.

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