Geneos Wealth Management’s TC Energy TRP Stock Holding History

Geneos Wealth Management’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.9K	Sell	300 -12	-4%	-$793	﹤0.01%	1802
2026 Q1	$19.5K	Hold	312	–	–	﹤0.01%	1778
2025 Q4	$17.2K	Hold	312	–	–	﹤0.01%	1784
2025 Q3	$17K	Sell	312 -4	-1%	-$201	﹤0.01%	1785
2025 Q2	$15.4K	Buy	316 +16	+5%	+$785	﹤0.01%	2150
2025 Q1	$14.2K	Sell	300 -302	-50%	-$14.1K	﹤0.01%	2100
2024 Q4	$28K	Buy	602 +123	+26%	+$5.82K	﹤0.01%	1573
2024 Q3	$22.8K	Sell	479 -64	-12%	-$2.78K	﹤0.01%	1517
2024 Q2	$20.6K	Sell	543 -96	-15%	-$3.64K	﹤0.01%	1345
2024 Q1	$25.7K	Sell	639 -632	-50%	-$24.9K	﹤0.01%	1283
2023 Q4	$49.7K	Sell	1,271 -8,028	-86%	-$293K	﹤0.01%	1062
2023 Q3	$320K	Buy	9,299 +189	+2%	+$6.96K	0.02%	565
2023 Q2	$368K	Buy	9,110 +7,174	+371%	+$293K	0.02%	530
2023 Q1	$75.3K	Buy	1,936 +1,621	+515%	+$66K	﹤0.01%	935
2022 Q4	$12.6K	Hold	315	–	–	﹤0.01%	1469
2022 Q3	$12K	Sell	315 -267	-46%	-$13.2K	﹤0.01%	1477
2022 Q2	$30K	Sell	582 -2,000	-77%	-$112K	﹤0.01%	1501
2022 Q1	$145K	Hold	2,582	–	–	0.01%	944
2021 Q4	$120K	Sell	2,582 -1,927	-43%	-$95.3K	﹤0.01%	1096
2021 Q3	$218K	Sell	4,509 -16	-0.4%	-$776	0.01%	819
2021 Q2	$225K	Hold	4,525	–	–	0.01%	800
2021 Q1	$223K	Hold	4,525	–	–	0.01%	922
2020 Q4	$215K	Sell	4,525 -360	-7%	-$15.3K	0.01%	802
2020 Q3	$217K	Sell	4,885 -14	-0.3%	-$641	0.01%	670
2020 Q2	$204K	Hold	4,899	–	–	0.01%	661
2020 Q1	$202K	Sell	4,899 -300	-6%	-$15.2K	0.01%	608
2019 Q4	$279K	Sell	5,199 -11	-0.2%	-$564	0.01%	579
2019 Q3	$269K	Sell	5,210 -458	-8%	-$22.9K	0.02%	559
2019 Q2	$281K	Buy	+5,668	New	+$272K	0.02%	563

Other funds holding TRP

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geneos Wealth Management's TRP Position: Q2 2026 in Review

Geneos Wealth Management reduced its TC Energy (TRP) stake by 3.8% in Q2 2026, selling an estimated $793 and leaving 300 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Geneos Wealth Management first reported a position in TRP in Q2 2019 and has held it in 29 quarters since. The position peaked at $368K in Q2 2023. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Geneos Wealth Management held 300 shares of TC Energy worth $19.9K as of Q2 2026.
Geneos Wealth Management sold 12 TC Energy shares in Q2 2026, an estimated $793.
TC Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1802 holding.
Geneos Wealth Management first reported a position in TC Energy in Q2 2019 and has held it in 29 quarters since.
Geneos Wealth Management's TC Energy position peaked at $368K in Q2 2023.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.