Golden State Wealth Management, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 1776033
SANTA ANA, CA
Position in CP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$84,483
+$7,790 QoQ
Shares Held
975
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#815
of 965 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CP Over Time
Shares Held
Position Value (USD)
Position in Railroads
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $877,570 across 6 Railroads names. CP ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNP |
Union Pacific Corp
|
2,068 | $562,496 | |
| 2 | CSX |
Csx Corp
|
4,072 | $193,542 | |
| 3 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
975 | $84,483 | |
| 4 | WAB |
Westinghouse Air Brake Technologies Corp
|
112 | $30,195 | |
| 5 | NSC |
Norfolk Southern Corp
|
18 | $5,662 | |
| 6 | CNI |
Canadian National Railway Co
|
10 | $1,192 |
All Filings in CP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,483 | 975 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $76,693 | 975 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $89,313 | 1,213 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,529 | 1,363 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $136,740 | 1,725 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $102,225 | 1,456 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $127,660 | 1,764 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||