Golden State Wealth Management
CSX icon

Golden State Wealth Management’s CSX Corp CSX Stock Holding History

Golden State Wealth 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
Q3 		$189K Buy
4,074
+2
+0% +$99 0.02% 407
2026
Q2 		$194K Buy
4,072
+430
+12% +$19.4K 0.02% 424
2026
Q1 		$150K Buy
3,642
+1
+0% +$39 0.02% 422
2025
Q4 		$132K Buy
3,641
+1
+0% +$36 0.01% 463
2025
Q3 		$129K Buy
3,640
+2
+0.1% +$68 0.01% 449
2025
Q2 		$119K Buy
3,638
+1
+0% +$30 0.01% 447
2025
Q1 		$107K Sell
3,637
-26
-0.7% -$826 0.02% 428
2024
Q4 		$118K Buy
+3,663
New +$126K 0.02% 402
2022
Q1 		$410K Sell
10,936
-8,419
-43% -$298K 0.08% 197
2021
Q4 		$728K Buy
19,355
+8,520
+79% +$300K 0.13% 161
2021
Q3 		$322K Buy
10,835
+200
+2% +$6.4K 0.07% 219
2021
Q2 		$336K Buy
+10,635
New +$351K 0.07% 209
2020
Q4 		– Sell
-5,100
Closed -$132K – 265
2020
Q3 		$132K Buy
+5,100
New +$126K 0.04% 236
2020
Q2 		– Sell
-4,800
Closed -$106K – 384
2020
Q1 		$92K Buy
+4,800
New +$112K 0.04% 259
2019
Q4 		– Sell
-5,295
Closed -$122K – 228
2019
Q3 		$122K Sell
5,295
-3,840
-42% -$89.4K 0.04% 285
2019
Q2 		$235K Buy
9,135
+1,530
+20% +$39.4K 0.07% 201
2019
Q1 		$190K Buy
+7,605
New +$176K 0.06% 236

Other funds holding CSX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Golden State Wealth Management's CSX Position: Q3 2026 in Review

Golden State Wealth Management increased its CSX Corp (CSX) stake by 0.05% in Q3 2026, buying an estimated $99 and bringing the position to 4,074 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #407.

Golden State Wealth Management first reported a position in CSX in Q1 2019 and has held it in 17 quarters since. The position peaked at $728K in Q4 2021. 1,383 funds tracked by Wall St. Rank hold CSX as of Q3 2026.

  • Golden State Wealth Management held 4,074 shares of CSX Corp worth $189K as of Q3 2026.
  • Golden State Wealth Management bought 2 CSX Corp shares in Q3 2026, an estimated $99.
  • CSX Corp made up 0.02% of Golden State Wealth Management's portfolio in Q3 2026, its #407 holding.
  • Golden State Wealth Management first reported a position in CSX Corp in Q1 2019 and has held it in 17 quarters since.
  • Golden State Wealth Management's CSX Corp position peaked at $728K in Q4 2021.
  • 1,383 funds tracked by Wall St. Rank held CSX Corp as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.