Position in CRS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$178,883
+$113,060 QoQ
Shares Held
290
+73.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#743
of 873 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 3%
None 97%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $178,883 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
290 | $178,883 |
All Filings in CRS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,883 | 290 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $65,823 | 167 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $62,023 | 197 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $49,108 | 200 | Shares | Other | 2025-11-13 | |
| 2024-12-31 | $3,054 | 18 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,553 | 16 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||