GM
TT icon

GeoWealth Management’s Trane Technologies TT Stock Holding History

GeoWealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$528K Buy
1,267
+68
+6% +$28.9K 0.02% 464
2025
Q4 		$467K Buy
1,199
+6
+0.5% +$2.48K 0.02% 460
2025
Q3 		$503K Sell
1,193
-88
-7% -$37.6K 0.02% 449
2025
Q2 		$560K Buy
1,281
+401
+46% +$158K 0.02% 383
2025
Q1 		$296K Sell
880
-187
-18% -$67.6K 0.01% 557
2024
Q4 		$394K Buy
1,067
+181
+20% +$71.9K 0.01% 532
2024
Q3 		$344K Sell
886
-36
-4% -$12.5K 0.01% 567
2024
Q2 		$303K Buy
922
+160
+21% +$50.9K 0.01% 573
2024
Q1 		$229K Buy
762
+330
+76% +$89.6K 0.01% 639
2023
Q4 		$105K Buy
+432
New +$94.5K 0.01% 584

Other funds holding TT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return