GM
CP icon

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
Q2 		$851K Sell
9,820
-6,877
-41% -$589K 0.03% 362
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

GeoWealth Management's CP Position: Q2 2026 in Review

GeoWealth Management reduced its Canadian Pacific Kansas City (CP) stake by 41% in Q2 2026, selling an estimated $589K and leaving 9,820 shares worth $851K. The position accounts for 0.03% of the portfolio, ranked #362.

GeoWealth Management first reported a position in CP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2026. 984 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • GeoWealth Management held 9,820 shares of Canadian Pacific Kansas City worth $851K as of Q2 2026.
  • GeoWealth Management sold 6,877 Canadian Pacific Kansas City shares in Q2 2026, an estimated $589K.
  • Canadian Pacific Kansas City made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #362 holding.
  • GeoWealth Management first reported a position in Canadian Pacific Kansas City in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Canadian Pacific Kansas City position peaked at $1.31M in Q1 2026.
  • 984 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.