GeoWealth Management’s Canadian Pacific Kansas City CP Stock Holding History

GeoWealth Management’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	16,697 +3,066	+22%	+$242K	0.05%	227
2025 Q4	$1M	Buy	13,631 +2,795	+26%	+$206K	0.04%	273
2025 Q3	$807K	Sell	10,836 -168	-2%	-$12.8K	0.03%	346
2025 Q2	$872K	Sell	11,004 -419	-4%	-$32.2K	0.03%	292
2025 Q1	$802K	Sell	11,423 -1,012	-8%	-$77K	0.03%	318
2024 Q4	$900K	Buy	12,435 +2,486	+25%	+$192K	0.03%	317
2024 Q3	$851K	Buy	9,949 +713	+8%	+$58.6K	0.03%	341
2024 Q2	$727K	Buy	9,236 +1,472	+19%	+$120K	0.03%	342
2024 Q1	$685K	Buy	7,764 +1,977	+34%	+$166K	0.03%	367
2023 Q4	$458K	Buy	+5,787	New	+$424K	0.04%	343

Other funds holding CP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GeoWealth Management's CP Position: Q1 2026 in Review

GeoWealth Management increased its Canadian Pacific Kansas City (CP) stake by 22% in Q1 2026, buying an estimated $242K and bringing the position to 16,697 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #227.

GeoWealth Management first reported a position in CP in Q4 2023 and has held it in 10 quarters since. 950 funds tracked by Wall St. Rank hold CP as of Q1 2026.

GeoWealth Management held 16,697 shares of Canadian Pacific Kansas City worth $1.31M as of Q1 2026.
GeoWealth Management bought 3,066 Canadian Pacific Kansas City shares in Q1 2026, an estimated $242K.
Canadian Pacific Kansas City made up 0.05% of GeoWealth Management's portfolio in Q1 2026, its #227 holding.
GeoWealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 10 quarters since.
950 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.