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Genesis Private Wealth’s TC Energy TRP Stock Holding History

Genesis Private Wealth’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 		$255K Sell
3,840
-89
-2% -$5.88K 0.07% 156
2026
Q1 		$246K Sell
3,929
-141
-3% -$8.51K 0.08% 150
2025
Q4 		$224K Buy
4,070
+54
+1% +$2.88K 0.07% 161
2025
Q3 		$219K Buy
+4,016
New +$202K 0.09% 143
2025
Q1 		– Sell
-4,583
Closed -$213K – 155
2024
Q4 		$213K Buy
+4,583
New +$217K 0.12% 120

Other funds holding TRP

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Genesis Private Wealth reduced its TC Energy (TRP) stake by 2.3% in Q2 2026, selling an estimated $5.88K and leaving 3,840 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #156.

Genesis Private Wealth first reported a position in TRP in Q4 2024 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

  • Genesis Private Wealth held 3,840 shares of TC Energy worth $255K as of Q2 2026.
  • Genesis Private Wealth sold 89 TC Energy shares in Q2 2026, an estimated $5.88K.
  • TC Energy made up 0.07% of Genesis Private Wealth's portfolio in Q2 2026, its #156 holding.
  • Genesis Private Wealth first reported a position in TC Energy in Q4 2024 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

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