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Genesis Wealth Advisors’s Trane Technologies TT Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$24.3K Hold
360
– – 0.02% 271
2015
Q1 		$24.1K Hold
360
– – 0.02% 274
2014
Q4 		$24.6K Buy
+360
New +$22K 0.02% 299

Other funds holding TT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Genesis Wealth Advisors's TT Position: Q2 2015 in Review

Genesis Wealth Advisors held its Trane Technologies (TT) position steady in Q2 2015 at 360 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #271.

Genesis Wealth Advisors first reported a position in TT in Q4 2014 and has held it in 3 quarters since. The position peaked at $24.6K in Q4 2014. 574 funds tracked by Wall St. Rank hold TT as of Q2 2015.

  • Genesis Wealth Advisors held 360 shares of Trane Technologies worth $24.3K as of Q2 2015.
  • Genesis Wealth Advisors left its Trane Technologies share count unchanged in Q2 2015.
  • Trane Technologies made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #271 holding.
  • Genesis Wealth Advisors first reported a position in Trane Technologies in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Trane Technologies position peaked at $24.6K in Q4 2014.
  • 574 funds tracked by Wall St. Rank held Trane Technologies as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.