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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GeoWealth Management's CW Position: Q1 2026 in Review

GeoWealth Management reduced its Curtiss-Wright (CW) stake by 20% in Q1 2026, selling an estimated $222K and leaving 1,357 shares worth $924K. The position accounts for 0.03% of the portfolio, ranked #309.

GeoWealth Management first reported a position in CW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q3 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • GeoWealth Management held 1,357 shares of Curtiss-Wright worth $924K as of Q1 2026.
  • GeoWealth Management sold 334 Curtiss-Wright shares in Q1 2026, an estimated $222K.
  • Curtiss-Wright made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #309 holding.
  • GeoWealth Management first reported a position in Curtiss-Wright in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Curtiss-Wright position peaked at $1.39M in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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