TriaGen Wealth Management’s CSX Corp CSX Stock Holding History

TriaGen 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 Q2	$514K	Hold	10,807	–	–	0.13%	125
2026 Q1	$444K	Hold	10,807	–	–	0.12%	125
2025 Q4	$392K	Hold	10,807	–	–	0.1%	132
2025 Q3	$384K	Sell	10,807 -19	-0.2%	-$649	0.1%	143
2025 Q2	$353K	Buy	10,826 +19	+0.2%	+$572	0.11%	138
2025 Q1	$318K	Sell	10,807 -717	-6%	-$22.8K	0.11%	134
2024 Q4	$372K	Hold	11,524	–	–	0.13%	125
2024 Q3	$398K	Hold	11,524	–	–	0.13%	120
2024 Q2	$385K	Buy	11,524 +300	+3%	+$10.2K	0.15%	118
2024 Q1	$416K	Hold	11,224	–	–	0.17%	108
2023 Q4	$389K	Hold	11,224	–	–	0.19%	108
2023 Q3	$345K	Hold	11,224	–	–	0.18%	106
2023 Q2	$383K	Hold	11,224	–	–	0.18%	114
2023 Q1	$336K	Hold	11,224	–	–	0.17%	112
2022 Q4	$348K	Hold	11,224	–	–	0.19%	118
2022 Q3	$299K	Hold	11,224	–	–	0.17%	122
2022 Q2	$326K	Sell	11,224 -57,329	-84%	-$1.87M	0.23%	104
2022 Q1	$2.57M	Sell	68,553 -4,801	-7%	-$170K	1.33%	15
2021 Q4	$2.76M	Hold	73,354	–	–	1.36%	11
2021 Q3	$2.18M	Sell	73,354 -452	-0.6%	-$14.5K	1.19%	15
2021 Q2	$2.38M	Sell	73,806 -2,328	-3%	-$76.8K	1.23%	15
2021 Q1	$2.45M	Buy	76,134 +2,493	+3%	+$76.1K	1.41%	18
2020 Q4	$2.23M	Buy	+73,641	New	+$2.12M	1.31%	19

Other funds holding CSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TriaGen Wealth Management's CSX Position: Q2 2026 in Review

TriaGen Wealth Management held its CSX Corp (CSX) position steady in Q2 2026 at 10,807 shares worth $514K. The position accounts for 0.13% of the portfolio, ranked #125.

TriaGen Wealth Management first reported a position in CSX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q4 2021. 1,989 funds tracked by Wall St. Rank hold CSX as of Q2 2026.

TriaGen Wealth Management held 10,807 shares of CSX Corp worth $514K as of Q2 2026.
TriaGen Wealth Management left its CSX Corp share count unchanged in Q2 2026.
CSX Corp made up 0.13% of TriaGen Wealth Management's portfolio in Q2 2026, its #125 holding.
TriaGen Wealth Management first reported a position in CSX Corp in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's CSX Corp position peaked at $2.76M in Q4 2021.
1,989 funds tracked by Wall St. Rank held CSX Corp as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.