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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Genesis Private Wealth's CSL Position: Q2 2026 in Review

Genesis Private Wealth increased its Carlisle Companies (CSL) stake by 0.14% in Q2 2026, buying an estimated $350 and bringing the position to 693 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #160.

Genesis Private Wealth first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2024. 138 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Genesis Private Wealth held 693 shares of Carlisle Companies worth $251K as of Q2 2026.
Genesis Private Wealth bought 1 Carlisle Companies share in Q2 2026, an estimated $350.
Carlisle Companies made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #160 holding.
Genesis Private Wealth first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Carlisle Companies position peaked at $354K in Q4 2024.
138 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.