VestGen Advisors
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VestGen Advisors’s Canadian Pacific Kansas City CP Stock Holding History

VestGen Advisors’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 		$234K Buy
2,753
+68
+3% +$6.17K 0.01% 918
2026
Q2 		$233K Buy
2,685
+100
+4% +$8.57K 0.01% 969
2026
Q1 		$222K Sell
2,585
-176
-6% -$13.9K 0.01% 967
2025
Q4 		$203K Buy
+2,761
New +$203K 0.01% 723

Other funds holding CP

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

VestGen Advisors's CP Position: Q3 2026 in Review

VestGen Advisors increased its Canadian Pacific Kansas City (CP) stake by 2.5% in Q3 2026, buying an estimated $6.17K and bringing the position to 2,753 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #918.

VestGen Advisors first reported a position in CP in Q4 2025 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold CP as of Q3 2026.

  • VestGen Advisors held 2,753 shares of Canadian Pacific Kansas City worth $234K as of Q3 2026.
  • VestGen Advisors bought 68 Canadian Pacific Kansas City shares in Q3 2026, an estimated $6.17K.
  • Canadian Pacific Kansas City made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #918 holding.
  • VestGen Advisors first reported a position in Canadian Pacific Kansas City in Q4 2025 and has held it in 4 quarters since.
  • 844 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.