Summit Wealth Group Llc / Co »

CSX Corporation shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of CSX Corporation (CSX) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in CSX Corporation

Tip: Access up to 7 years of quarterly data

All positions including CSX Corporation held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in CSX Corporation by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $239k 5.8k 41.05

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Summit Wealth Group Llc / Co

Top funds holding CSX Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of New York Mellon
Norges Bank Investment Management
Fisher Investments
Dimensional Fund Advisors
Ameriprise Financial
Lazard Asset Management
Northern Trust
FMR
Invesco
Legal & General Group
Goldman Sachs Group

View all funds holding CSX Corporation