Position in CSX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$735,764
+$100,803 QoQ
Shares Held
15,480
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,012
of 1,982 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026JGP Wealth Management, LLC holds $1,127,113 across 2 Railroads names. CSX ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
15,480 | $735,764 | |
| 2 | NSC |
Norfolk Southern Corp
|
1,244 | $391,349 |
All Filings in CSX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,764 | 15,480 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $634,961 | 15,468 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $561,512 | 15,490 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $550,191 | 15,494 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $507,135 | 15,542 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $457,930 | 15,560 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $506,219 | 15,687 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $540,049 | 15,640 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $518,274 | 15,494 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $575,363 | 15,521 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $555,621 | 16,026 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $478,193 | 15,551 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $530,425 | 15,555 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $465,716 | 15,555 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $480,778 | 15,519 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $423,389 | 15,893 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $452,260 | 15,563 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $577,853 | 15,430 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $575,242 | 15,299 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $454,486 | 15,282 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $490,246 | 15,282 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $499,841 | 5,184 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $470,448 | 5,184 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $402,641 | 5,184 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $361,532 | 5,184 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $291,886 | 5,094 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||