GeoWealth Management’s CSX Corp CSX Stock Holding History

GeoWealth Management’s Portfolio CSX Stock Details CSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Buy	+5,001	New	+$196K	0.01%	718
2025 Q3	–	Sell	-4,472	Closed	-$146K	–	858
2025 Q2	$146K	Buy	4,472 +573	+15%	+$17.2K	0.01%	729
2025 Q1	$115K	Sell	3,899 -2,267	-37%	-$72K	﹤0.01%	766
2024 Q4	$199K	Sell	6,166 -3,929	-39%	-$135K	0.01%	769
2024 Q3	$349K	Sell	10,095 -490	-5%	-$16.6K	0.01%	561
2024 Q2	$354K	Buy	10,585 +2,128	+25%	+$72.3K	0.02%	534
2024 Q1	$314K	Buy	+8,457	New	+$309K	0.01%	563

Other funds holding CSX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

GeoWealth Management's CSX Position: Q1 2026 in Review

GeoWealth Management opened a new position in CSX Corp (CSX) in Q1 2026: 5,001 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #718 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in CSX as recently as Q2 2025.

GeoWealth Management first reported a position in CSX in Q1 2024 and has held it in 7 quarters since. The position peaked at $354K in Q2 2024. 1,863 funds tracked by Wall St. Rank hold CSX as of Q1 2026.

GeoWealth Management held 5,001 shares of CSX Corp worth $205K as of Q1 2026.
CSX Corp was a new GeoWealth Management position in Q1 2026.
CSX Corp made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #718 holding.
GeoWealth Management first reported a position in CSX Corp in Q1 2024 and has held it in 7 quarters since.
GeoWealth Management's CSX Corp position peaked at $354K in Q2 2024.
1,863 funds tracked by Wall St. Rank held CSX Corp as of Q1 2026.

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