Geneos Wealth Management Inc.
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1764754
ENGLEWOOD, CO
Position in CP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$852,809
+$73,368 QoQ
Shares Held
9,842
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#486
of 962 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $58,363,498 across 7 Railroads names. CP ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NSC |
Norfolk Southern Corp
|
151,492 | $47,657,868 | |
| 2 | CSX |
Csx Corp
|
157,786 | $7,499,568 | |
| 3 | UNP |
Union Pacific Corp
|
7,634 | $2,076,448 | |
| 4 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
9,842 | $852,809 | |
| 5 | CNI |
Canadian National Railway Co
|
1,992 | $237,526 | |
| 6 | WAB |
Westinghouse Air Brake Technologies Corp
|
79 | $21,298 | |
| 7 | TRN |
Trinity Industries Inc
|
520 | $17,981 |
All Filings in CP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,809 | 9,842 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $779,441 | 9,909 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $729,599 | 9,909 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $742,441 | 9,967 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $875,220 | 11,041 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $888,016 | 12,648 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $343,685 | 4,749 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||