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GeoWealth Management’s Cummins CMI Stock Holding History

GeoWealth Management’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Buy
3,667
+609
+20% +$345K 0.07% 160
2025
Q4 		$1.56M Sell
3,058
-136
-4% -$63.6K 0.06% 195
2025
Q3 		$1.35M Buy
3,194
+144
+5% +$55.2K 0.05% 243
2025
Q2 		$999K Sell
3,050
-281
-8% -$87K 0.04% 256
2025
Q1 		$1.04M Sell
3,331
-335
-9% -$118K 0.04% 250
2024
Q4 		$1.28M Buy
3,666
+706
+24% +$248K 0.04% 254
2024
Q3 		$958K Sell
2,960
-277
-9% -$82.1K 0.03% 315
2024
Q2 		$896K Buy
3,237
+972
+43% +$278K 0.04% 292
2024
Q1 		$667K Buy
2,265
+1,451
+178% +$374K 0.03% 375
2023
Q4 		$194K Buy
814
+801
+6,162% +$182K 0.02% 511
2023
Q3 		$3K Buy
13
+1
+8% +$241 ﹤0.01% 465
2023
Q2 		$3K Hold
12
– – ﹤0.01% 421
2023
Q1 		$3K Buy
+12
New +$2.93K ﹤0.01% 359

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GeoWealth Management's CMI Position: Q1 2026 in Review

GeoWealth Management increased its Cummins (CMI) stake by 20% in Q1 2026, buying an estimated $345K and bringing the position to 3,667 shares worth $1.97M. The position accounts for 0.07% of the portfolio, ranked #160.

GeoWealth Management first reported a position in CMI in Q1 2023 and has held it in 13 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • GeoWealth Management held 3,667 shares of Cummins worth $1.97M as of Q1 2026.
  • GeoWealth Management bought 609 Cummins shares in Q1 2026, an estimated $345K.
  • Cummins made up 0.07% of GeoWealth Management's portfolio in Q1 2026, its #160 holding.
  • GeoWealth Management first reported a position in Cummins in Q1 2023 and has held it in 13 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.