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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
2021
Q1 		– Sell
-13,200
Closed -$14K – 170
2020
Q4 		$14K Buy
+13,200
New +$379K 0.01% 168

Other funds holding CSX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 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. 1,082 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.
  • 1,082 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.