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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
Q2 		$286K Buy
6,017
+1,016
+20% +$45.9K 0.01% 671
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GeoWealth Management's CSX Position: Q2 2026 in Review

GeoWealth Management increased its CSX Corp (CSX) stake by 20% in Q2 2026, buying an estimated $45.9K and bringing the position to 6,017 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #671.

GeoWealth Management first reported a position in CSX in Q1 2024 and has held it in 8 quarters since. The position peaked at $354K in Q2 2024. 1,997 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

  • GeoWealth Management held 6,017 shares of CSX Corp worth $286K as of Q2 2026.
  • GeoWealth Management bought 1,016 CSX Corp shares in Q2 2026, an estimated $45.9K.
  • CSX Corp made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #671 holding.
  • GeoWealth Management first reported a position in CSX Corp in Q1 2024 and has held it in 8 quarters since.
  • GeoWealth Management's CSX Corp position peaked at $354K in Q2 2024.
  • 1,997 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

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