CreativeOne Wealth, LLC

Position in CSX — Csx Corp

CIK 1739728 OVERLAND PARK, KS

Position in CSX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,784,465

-$93,900 QoQ

Shares Held

37,544

-18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#673

of 1,978 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $9,300,841 across 5 Railroads names. CSX ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	18,450	$5,018,400
2	WAB	Westinghouse Air Brake Technologies Corp	7,016	$1,891,513
3	CSX	Csx Corp This page	37,544	$1,784,465
4	NSC	Norfolk Southern Corp	1,266	$398,270
5	CNI	Canadian National Railway Co	1,746	$208,193

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,784,465	37,544	-18.0%	Shares	Other	2026-08-13
2026-03-31	$1,878,365	45,758	+24.3%	Shares	Other	2026-05-15
2025-12-31	$1,333,963	36,799	-13.4%	Shares	Other	2026-02-13
2025-09-30	$1,509,316	42,504	-7.2%	Shares	Other	2025-11-13
2025-06-30	$1,495,007	45,817	+7.2%	Shares	Other	2025-08-12
2025-03-31	$1,258,367	42,758	-59.9%	Shares	Other	2025-05-14
2024-12-31	$3,437,981	106,538	+13.5%	Shares	Other	2025-02-13
2024-09-30	$3,239,810	93,826	+7.1%	Shares	Other	2024-11-13
2024-06-30	$2,931,557	87,640	-1.7%	Shares	Sole	2024-08-14
2024-03-31	$3,305,605	89,172	+13.7%	Shares	Sole	2024-05-14
2023-12-31	$2,719,376	78,436	+4.7%	Shares	Sole	2024-02-09
2023-09-30	$2,303,635	74,915	+245.7%	Shares	Sole	2023-10-17
2023-06-30	$635	21,672	+15.2%	Shares	Sole	2023-08-14
2023-03-31	$563,410	18,818	-0.1%	Shares	Sole	2023-05-15
2022-12-31	$583,353	18,830	-8.2%	Shares	Sole	2023-02-15
2022-09-30	$546,146	20,501	-4.3%	Shares	Sole	2022-11-15
2022-06-30	$622,465	21,420	-3.5%	Shares	Sole	2022-08-12
2022-03-31	$831,427	22,201	-3.0%	Shares	Sole	2022-05-13
2021-12-31	$860,551	22,887	+1.5%	Shares	Sole	2022-02-15
2021-09-30	$670,577	22,548	+2.0%	Shares	Sole	2021-11-16
2021-06-30	$709,385	22,113	+272.4%	Shares	Sole	2021-08-13
2021-03-31	$572,541	5,938	-24.5%	Shares	Sole	2021-05-17
2020-12-31	$713,476	7,862	+4.0%	Shares	Sole	2021-02-12
2020-09-30	$586,952	7,557	-0.2%	Shares	Sole	2020-11-13
2020-06-30	$527,932	7,570	+0.2%	Shares	Sole	2020-08-13
2020-03-31	$433,016	7,557	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.