Gen-Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Gen-Wealth Partners’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65K	Hold	750	–	–	0.02%	375
2026 Q1	$59K	Hold	750	–	–	0.02%	380
2025 Q4	$55.2K	Sell	750 -288	-28%	-$21.2K	0.02%	378
2025 Q3	$77.3K	Hold	1,038	–	–	0.03%	355
2025 Q2	$82.3K	Hold	1,038	–	–	0.03%	298
2025 Q1	$72.9K	Hold	1,038	–	–	0.03%	307
2024 Q4	$75.1K	Hold	1,038	–	–	0.03%	320
2024 Q3	$81.2K	Buy	+1,038	New	+$85.3K	0.04%	314

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Gen-Wealth Partners's CP Position: Q2 2026 in Review

Gen-Wealth Partners held its Canadian Pacific Kansas City (CP) position steady in Q2 2026 at 750 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #375.

Gen-Wealth Partners first reported a position in CP in Q3 2024 and has held it in 8 quarters since. The position peaked at $82.3K in Q2 2025. 980 funds tracked by Wall St. Rank hold CP as of Q2 2026.

Gen-Wealth Partners held 750 shares of Canadian Pacific Kansas City worth $65K as of Q2 2026.
Gen-Wealth Partners left its Canadian Pacific Kansas City share count unchanged in Q2 2026.
Canadian Pacific Kansas City made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #375 holding.
Gen-Wealth Partners first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 8 quarters since.
Gen-Wealth Partners's Canadian Pacific Kansas City position peaked at $82.3K in Q2 2025.
980 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.