GWP
SOBO

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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Gen-Wealth Partners held its South Bow Corp (SOBO) position steady in Q1 2026 at 274 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Gen-Wealth Partners first reported a position in SOBO in Q4 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SOBO as of Q1 2026.

  • Gen-Wealth Partners held 274 shares of South Bow Corp worth $9.13K as of Q1 2026.
  • Gen-Wealth Partners left its South Bow Corp share count unchanged in Q1 2026.
  • South Bow Corp made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #554 holding.
  • Gen-Wealth Partners first reported a position in South Bow Corp in Q4 2024 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2026.

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