Genesis Private Wealth’s Trane Technologies TT Stock Holding History

Genesis Private Wealth’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
2025 Q4	–	Sell	-530	Closed	-$224K	–	195
2025 Q3	$224K	Sell	530 -21	-4%	-$8.97K	0.09%	136
2025 Q2	$241K	Buy	+551	New	+$217K	0.11%	125
2025 Q1	–	Sell	-566	Closed	-$209K	–	157
2024 Q4	$209K	Buy	+566	New	+$225K	0.12%	125

Other funds holding TT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Genesis Private Wealth's TT Position: Q4 2025 in Review

Genesis Private Wealth sold out of Trane Technologies (TT) in Q4 2025, closing a stake of 530 shares — an estimated $224K sold.

Genesis Private Wealth first reported a position in TT in Q4 2024 and held it in 3 quarters. The position peaked at $241K in Q2 2025. 1,705 funds tracked by Wall St. Rank hold TT as of Q4 2025.

Genesis Private Wealth reported no remaining Trane Technologies position as of Q4 2025 after selling out during the quarter.
Genesis Private Wealth sold 530 Trane Technologies shares in Q4 2025, an estimated $224K.
Genesis Private Wealth first reported a position in Trane Technologies in Q4 2024 and held it in 3 quarters.
Genesis Private Wealth's Trane Technologies position peaked at $241K in Q2 2025.
1,705 funds tracked by Wall St. Rank held Trane Technologies as of Q4 2025.

Based on Genesis Private Wealth's 13F filing for Q4 2025, filed 8 Jan 2026.