Golden State Wealth Management’s TC Energy TRP Stock Holding History

Golden State Wealth 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	$20.8K	Buy	313 +2	+0.6%	+$132	﹤0.01%	942
2026 Q1	$19.5K	Buy	311 +1	+0.3%	+$60	﹤0.01%	921
2025 Q4	$17.1K	Buy	310 +1	+0.3%	+$53	﹤0.01%	964
2025 Q3	$16.8K	Hold	309	–	–	﹤0.01%	953
2025 Q2	$15.1K	Sell	309 -25	-7%	-$1.23K	﹤0.01%	956
2025 Q1	$15.8K	Hold	334	–	–	﹤0.01%	866
2024 Q4	$15.5K	Buy	+334	New	+$15.8K	﹤0.01%	831
2020 Q2	–	Sell	-14	Closed	-$1K	–	875
2020 Q1	$1K	Buy	+14	New	+$710	﹤0.01%	943
2019 Q4	–	Sell	-14	Closed	-$1K	–	857
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	1041
2019 Q2	$0	Hold	14	–	–	﹤0.01%	1156
2019 Q1	$1K	Buy	+14	New	+$602	﹤0.01%	1079

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

Golden State Wealth Management's TRP Position: Q2 2026 in Review

Golden State Wealth Management increased its TC Energy (TRP) stake by 0.64% in Q2 2026, buying an estimated $132 and bringing the position to 313 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Golden State Wealth Management first reported a position in TRP in Q1 2019 and has held it in 11 quarters since. 703 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Golden State Wealth Management held 313 shares of TC Energy worth $20.8K as of Q2 2026.
Golden State Wealth Management bought 2 TC Energy shares in Q2 2026, an estimated $132.
TC Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #942 holding.
Golden State Wealth Management first reported a position in TC Energy in Q1 2019 and has held it in 11 quarters since.
703 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.