GeoWealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1593387
CHICAGO, IL
Position in CP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$850,903
-$462,483 QoQ
Shares Held
9,820
-41.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#487
of 962 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026GeoWealth Management, LLC holds $2,147,231 across 4 Railroads names. CP ranks #1 (39.6% of the industry book) .
All Filings in CP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,903 | 9,820 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,313,386 | 16,697 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,003,650 | 13,631 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $807,173 | 10,836 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $872,287 | 11,004 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $802,008 | 11,423 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $899,920 | 12,435 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $851,037 | 9,949 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $727,150 | 9,236 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $684,551 | 7,764 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $457,520 | 5,787 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||