Gen-Wealth Partners’s Suncor Energy SU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.5K	Hold	400	–	–	0.01%	487
2026 Q1	$26.4K	Hold	400	–	–	0.01%	447
2025 Q4	$17.7K	Hold	400	–	–	0.01%	480
2025 Q3	$16.7K	Hold	400	–	–	0.01%	478
2025 Q2	$15K	Hold	400	–	–	0.01%	431
2025 Q1	$15.5K	Hold	400	–	–	0.01%	422
2024 Q4	$14.3K	Hold	400	–	–	0.01%	444
2024 Q3	$15.2K	Buy	+400	New	+$15.4K	0.01%	460

Other funds holding SU

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Gen-Wealth Partners held its Suncor Energy (SU) position steady in Q2 2026 at 400 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #487.

Gen-Wealth Partners first reported a position in SU in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.4K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Gen-Wealth Partners held 400 shares of Suncor Energy worth $21.5K as of Q2 2026.
Gen-Wealth Partners left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #487 holding.
Gen-Wealth Partners first reported a position in Suncor Energy in Q3 2024 and has held it in 8 quarters since.
Gen-Wealth Partners's Suncor Energy position peaked at $26.4K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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