Gen-Wealth Partners’s South Bow Corp SOBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.66K	Hold	274	–	–	﹤0.01%	555
2026 Q1	$9.13K	Hold	274	–	–	﹤0.01%	554
2025 Q4	$7.53K	Hold	274	–	–	﹤0.01%	542
2025 Q3	$7.75K	Hold	274	–	–	﹤0.01%	532
2025 Q2	$7.1K	Hold	274	–	–	﹤0.01%	484
2025 Q1	$6.99K	Hold	274	–	–	﹤0.01%	472
2024 Q4	$6.46K	Buy	+274	New	+$6.71K	﹤0.01%	500

Other funds holding SOBO

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gen-Wealth Partners held its South Bow Corp (SOBO) position steady in Q2 2026 at 274 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Gen-Wealth Partners first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 304 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Gen-Wealth Partners held 274 shares of South Bow Corp worth $9.66K as of Q2 2026.
Gen-Wealth Partners left its South Bow Corp share count unchanged in Q2 2026.
South Bow Corp made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #555 holding.
Gen-Wealth Partners first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
304 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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