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 Q3	$19K	Buy	329 +6	+2%	+$386	﹤0.01%	935
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

GeoWealth Management's TRP Position: Q3 2026 in Review

GeoWealth Management increased its TC Energy (TRP) stake by 1.9% in Q3 2026, buying an estimated $386 and bringing the position to 329 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

GeoWealth Management first reported a position in TRP in Q4 2023 and has held it in 5 quarters since. The position peaked at $95K in Q4 2023. 550 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

GeoWealth Management held 329 shares of TC Energy worth $19K as of Q3 2026.
GeoWealth Management bought 6 TC Energy shares in Q3 2026, an estimated $386.
TC Energy made up ﹤0.01% of GeoWealth Management's portfolio in Q3 2026, its #935 holding.
GeoWealth Management first reported a position in TC Energy in Q4 2023 and has held it in 5 quarters since.
GeoWealth Management's TC Energy position peaked at $95K in Q4 2023.
550 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.