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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
Q2 		$2.53M Sell
3,539
-128
-3% -$84.3K 0.08% 149
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GeoWealth Management's CMI Position: Q2 2026 in Review

GeoWealth Management reduced its Cummins (CMI) stake by 3.5% in Q2 2026, selling an estimated $84.3K and leaving 3,539 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #149.

GeoWealth Management first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 2,108 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • GeoWealth Management held 3,539 shares of Cummins worth $2.53M as of Q2 2026.
  • GeoWealth Management sold 128 Cummins shares in Q2 2026, an estimated $84.3K.
  • Cummins made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #149 holding.
  • GeoWealth Management first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • 2,108 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.