Genesis Private Wealth’s Enbridge ENB Stock Holding History

Genesis Private Wealth’s Portfolio ENB Stock Details ENB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Sell	5,863 -195	-3%	-$10.7K	0.09%	123
2026 Q1	$328K	Sell	6,058 -879	-13%	-$44.8K	0.1%	115
2025 Q4	$332K	Sell	6,937 -447	-6%	-$21.3K	0.1%	115
2025 Q3	$373K	Sell	7,384 -81	-1%	-$3.81K	0.16%	78
2025 Q2	$338K	Buy	7,465 +63	+0.9%	+$2.86K	0.16%	77
2025 Q1	$328K	Sell	7,402 -72	-1%	-$3.13K	0.17%	72
2024 Q4	$317K	Buy	+7,474	New	+$313K	0.17%	72

Other funds holding ENB

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Genesis Private Wealth's ENB Position: Q2 2026 in Review

Genesis Private Wealth reduced its Enbridge (ENB) stake by 3.2% in Q2 2026, selling an estimated $10.7K and leaving 5,863 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #123.

Genesis Private Wealth first reported a position in ENB in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q3 2025. 329 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

Genesis Private Wealth held 5,863 shares of Enbridge worth $318K as of Q2 2026.
Genesis Private Wealth sold 195 Enbridge shares in Q2 2026, an estimated $10.7K.
Enbridge made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #123 holding.
Genesis Private Wealth first reported a position in Enbridge in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Enbridge position peaked at $373K in Q3 2025.
329 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.