Position in CSX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$285,988
+$80,697 QoQ
Shares Held
6,017
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,458
of 1,982 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 7%
Shared 6%
None 87%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $2,147,231 across 4 Railroads names. CSX ranks #4 (13.3% of the industry book) .
All Filings in CSX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,988 | 6,017 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $205,291 | 5,001 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $145,921 | 4,472 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $114,747 | 3,899 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $198,976 | 6,166 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $348,580 | 10,095 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $354,068 | 10,585 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $313,500 | 8,457 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||