Genesis Private Wealth’s Carlisle Companies CSL Stock Holding History

Genesis Private Wealth’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$255K	Buy	792 +99	+14%	+$34.4K	0.07%	156
2026 Q2	$251K	Buy	693 +1	+0.1%	+$350	0.07%	160
2026 Q1	$231K	Buy	692 +56	+9%	+$20.4K	0.07%	164
2025 Q4	$203K	Sell	636 -122	-16%	-$39.5K	0.06%	177
2025 Q3	$249K	Sell	758 -179	-19%	-$68.2K	0.1%	124
2025 Q2	$350K	Sell	937 -35	-4%	-$13K	0.16%	75
2025 Q1	$331K	Buy	972 +11	+1%	+$3.94K	0.18%	71
2024 Q4	$354K	Buy	+961	New	+$419K	0.2%	65

Other funds holding CSL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Genesis Private Wealth's CSL Position: Q3 2026 in Review

Genesis Private Wealth increased its Carlisle Companies (CSL) stake by 14% in Q3 2026, buying an estimated $34.4K and bringing the position to 792 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #156.

Genesis Private Wealth first reported a position in CSL in Q4 2024 and has held it in 8 quarters since. The position peaked at $354K in Q4 2024. 294 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Genesis Private Wealth held 792 shares of Carlisle Companies worth $255K as of Q3 2026.
Genesis Private Wealth bought 99 Carlisle Companies shares in Q3 2026, an estimated $34.4K.
Carlisle Companies made up 0.07% of Genesis Private Wealth's portfolio in Q3 2026, its #156 holding.
Genesis Private Wealth first reported a position in Carlisle Companies in Q4 2024 and has held it in 8 quarters since.
Genesis Private Wealth's Carlisle Companies position peaked at $354K in Q4 2024.
294 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.