Position in CSX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$513,656
+$70,029 QoQ
Shares Held
10,807
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,174
of 1,982 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSX Over Time
Shares Held
Position Value (USD)
Derivatives in CSX
reported options exposure · as of Dec 31, 2020CallValue
$14,000
CallShares
13,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Railroads
Industrials · as of Jun 30, 2026TriaGen Wealth Management LLC holds $720,104 across 2 Railroads names. CSX ranks #1 (71.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSX |
Csx Corp
This page
|
10,807 | $513,656 | |
| 2 | UNP |
Union Pacific Corp
|
759 | $206,448 |
All Filings in CSX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,656 | 10,807 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $443,627 | 10,807 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $391,753 | 10,807 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $383,756 | 10,807 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $353,252 | 10,826 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $318,050 | 10,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $371,879 | 11,524 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $397,923 | 11,524 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $385,477 | 11,524 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $416,073 | 11,224 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $389,136 | 11,224 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $345,138 | 11,224 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $382,738 | 11,224 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $336,046 | 11,224 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $347,719 | 11,224 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $299,007 | 11,224 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $326,169 | 11,224 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,567,309 | 68,553 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,758,110 | 73,354 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,181,547 | 73,354 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,367,696 | 73,806 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,446,946 | 25,378 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,227,640 | 24,547 | Shares | Sole | 2021-02-02 | |
| 2020-12-31 | $14,000 | 4,400 | Call | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||