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 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 $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Gen-Wealth Partners's CP Position: Q1 2026 in Review

Gen-Wealth Partners held its Canadian Pacific Kansas City (CP) position steady in Q1 2026 at 750 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #380.

Gen-Wealth Partners first reported a position in CP in Q3 2024 and has held it in 7 quarters since. The position peaked at $82.3K in Q2 2025. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

Gen-Wealth Partners held 750 shares of Canadian Pacific Kansas City worth $59K as of Q1 2026.
Gen-Wealth Partners left its Canadian Pacific Kansas City share count unchanged in Q1 2026.
Canadian Pacific Kansas City made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #380 holding.
Gen-Wealth Partners first reported a position in Canadian Pacific Kansas City in Q3 2024 and has held it in 7 quarters since.
Gen-Wealth Partners's Canadian Pacific Kansas City position peaked at $82.3K in Q2 2025.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.