GeoWealth Management’s TC Energy TRP Stock Holding History

GeoWealth Management’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	$21.4K	Buy	+323	New	+$21.4K	﹤0.01%	872
2025 Q1	–	Sell	-522	Closed	-$24.3K	–	1743
2024 Q4	$24.3K	Buy	522 +149	+40%	+$7.05K	﹤0.01%	1339
2024 Q3	$17.7K	Buy	+373	New	+$16.2K	﹤0.01%	1300
2024 Q1	–	Sell	-2,429	Closed	-$95K	–	906
2023 Q4	$95K	Buy	+2,429	New	+$88.5K	0.01%	592

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

GeoWealth Management's TRP Position: Q2 2026 in Review

GeoWealth Management opened a new position in TC Energy (TRP) in Q2 2026: 323 shares worth $21.4K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in TRP as recently as Q4 2024.

GeoWealth Management first reported a position in TRP in Q4 2023 and has held it in 4 quarters since. The position peaked at $95K in Q4 2023. 706 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

GeoWealth Management held 323 shares of TC Energy worth $21.4K as of Q2 2026.
TC Energy was a new GeoWealth Management position in Q2 2026.
TC Energy made up ﹤0.01% of GeoWealth Management's portfolio in Q2 2026, its #872 holding.
GeoWealth Management first reported a position in TC Energy in Q4 2023 and has held it in 4 quarters since.
GeoWealth Management's TC Energy position peaked at $95K in Q4 2023.
706 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

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