GWM
SOBO

Geneos Wealth Management’s South Bow Corp SOBO Stock Holding History

Geneos Wealth Management’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
2025
Q1 		– Sell
-59
Closed -$1.39K – 3179
2024
Q4 		$1.39K Buy
+59
New +$1.44K ﹤0.01% 2694

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Geneos Wealth Management's SOBO Position: Q1 2025 in Review

Geneos Wealth Management sold out of South Bow Corp (SOBO) in Q1 2025, closing a stake of 59 shares — an estimated $1.39K sold.

Geneos Wealth Management first reported a position in SOBO in Q4 2024 and held it in 1 quarter. The position peaked at $1.39K in Q4 2024. 298 funds tracked by Wall St. Rank hold SOBO as of Q1 2025.

  • Geneos Wealth Management reported no remaining South Bow Corp position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 59 South Bow Corp shares in Q1 2025, an estimated $1.39K.
  • Geneos Wealth Management first reported a position in South Bow Corp in Q4 2024 and held it in 1 quarter.
  • Geneos Wealth Management's South Bow Corp position peaked at $1.39K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held South Bow Corp as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.