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Gilpin Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Gilpin Wealth 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
Q3 		$34K Hold
400
– – 0.02% 248
2026
Q2 		$34.7K Hold
400
– – 0.02% 232
2026
Q1 		$31.5K Hold
400
– – 0.02% 221
2025
Q4 		$29.5K Buy
+400
New +$29.4K 0.02% 214

Other funds holding CP

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Gilpin Wealth Management's CP Position: Q3 2026 in Review

Gilpin Wealth Management held its Canadian Pacific Kansas City (CP) position steady in Q3 2026 at 400 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #248.

Gilpin Wealth Management first reported a position in CP in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q2 2026. 36 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • Gilpin Wealth Management held 400 shares of Canadian Pacific Kansas City worth $34K as of Q3 2026.
  • Gilpin Wealth Management left its Canadian Pacific Kansas City share count unchanged in Q3 2026.
  • Canadian Pacific Kansas City made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #248 holding.
  • Gilpin Wealth Management first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Canadian Pacific Kansas City position peaked at $34.7K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.