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GeoWealth Management’s Curtiss-Wright CW Stock Holding History

GeoWealth Management’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
1,985
+628
+46% +$460K 0.05% 231
2026
Q1 		$924K Sell
1,357
-334
-20% -$222K 0.03% 309
2025
Q4 		$932K Sell
1,691
-871
-34% -$486K 0.03% 291
2025
Q3 		$1.39M Buy
2,562
+337
+15% +$166K 0.05% 236
2025
Q2 		$1.09M Buy
2,225
+1,979
+804% +$781K 0.04% 237
2025
Q1 		$78.1K Sell
246
-72
-23% -$24.3K ﹤0.01% 834
2024
Q4 		$113K Buy
318
+43
+16% +$15.5K ﹤0.01% 933
2024
Q3 		$90.4K Sell
275
-2,773
-91% -$821K ﹤0.01% 913
2024
Q2 		$826K Buy
3,048
+3,024
+12,600% +$808K 0.04% 308
2024
Q1 		$6.14K Buy
+24
New +$5.58K ﹤0.01% 838

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GeoWealth Management's CW Position: Q2 2026 in Review

GeoWealth Management increased its Curtiss-Wright (CW) stake by 46% in Q2 2026, buying an estimated $460K and bringing the position to 1,985 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #231.

GeoWealth Management first reported a position in CW in Q1 2024 and has held it in 10 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • GeoWealth Management held 1,985 shares of Curtiss-Wright worth $1.5M as of Q2 2026.
  • GeoWealth Management bought 628 Curtiss-Wright shares in Q2 2026, an estimated $460K.
  • Curtiss-Wright made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #231 holding.
  • GeoWealth Management first reported a position in Curtiss-Wright in Q1 2024 and has held it in 10 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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