GeoWealth Management’s Enbridge ENB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$677K Sell
12,496
-32
-0.3% -$1.75K 0.02% 424
2026
Q1
$678K Buy
12,528
+161
+1% +$8.2K 0.02% 395
2025
Q4
$592K Sell
12,367
-3,174
-20% -$152K 0.02% 402
2025
Q3
$784K Buy
15,541
+11,741
+309% +$553K 0.03% 357
2025
Q2
$172K Buy
3,800
+771
+25% +$35K 0.01% 704
2025
Q1
$134K Buy
3,029
+2,278
+303% +$99.1K 0.01% 737
2024
Q4
$31.9K Buy
751
+611
+436% +$25.6K ﹤0.01% 1279
2024
Q3
$5.68K Buy
+140
New +$5.39K ﹤0.01% 1442
2024
Q1
Sell
-3,605
Closed -$130K 863
2023
Q4
$130K Buy
+3,605
New +$122K 0.01% 557

Other funds holding ENB

GeoWealth Management's ENB Position: Q2 2026 in Review

GeoWealth Management reduced its Enbridge (ENB) stake by 0.26% in Q2 2026, selling an estimated $1.75K and leaving 12,496 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #424.

GeoWealth Management first reported a position in ENB in Q4 2023 and has held it in 9 quarters since. The position peaked at $784K in Q3 2025. 1,523 funds tracked by Wall St. Rank hold ENB as of Q2 2026.

  • GeoWealth Management held 12,496 shares of Enbridge worth $677K as of Q2 2026.
  • GeoWealth Management sold 32 Enbridge shares in Q2 2026, an estimated $1.75K.
  • Enbridge made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #424 holding.
  • GeoWealth Management first reported a position in Enbridge in Q4 2023 and has held it in 9 quarters since.
  • GeoWealth Management's Enbridge position peaked at $784K in Q3 2025.
  • 1,523 funds tracked by Wall St. Rank held Enbridge as of Q2 2026.

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