OW
TRP icon

Olistico Wealth’s TC Energy TRP Stock Holding History

Olistico Wealth’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 		$81.3K Hold
1,400
– – 0.03% 137
2026
Q2 		$92.7K Hold
1,400
– – 0.04% 130
2026
Q1 		$87.4K Hold
1,400
– – 0.04% 132
2025
Q4 		$77.2K Buy
+1,400
New +$74.7K 0.04% 128
2025
Q3 		– Sell
-1,400
Closed -$68.2K – 313
2025
Q2 		$68.2K Hold
1,400
– – 0.04% 143
2025
Q1 		$66.1K Hold
1,400
– – 0.04% 146
2024
Q4 		$65.2K Hold
1,400
– – 0.04% 147
2024
Q3 		$66.6K Hold
1,400
– – 0.04% 145
2024
Q2 		$53.1K Buy
+1,400
New +$53.1K 0.03% 157

Other funds holding TRP

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's TRP Position: Q3 2026 in Review

Olistico Wealth held its TC Energy (TRP) position steady in Q3 2026 at 1,400 shares worth $81.3K. The position accounts for 0.03% of the portfolio, ranked #137.

Olistico Wealth first reported a position in TRP in Q2 2024 and has held it in 9 quarters since. The position peaked at $92.7K in Q2 2026. 24 funds tracked by Wall St. Rank hold TRP as of Q3 2026.

  • Olistico Wealth held 1,400 shares of TC Energy worth $81.3K as of Q3 2026.
  • Olistico Wealth left its TC Energy share count unchanged in Q3 2026.
  • TC Energy made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #137 holding.
  • Olistico Wealth first reported a position in TC Energy in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's TC Energy position peaked at $92.7K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held TC Energy as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.