GC Wealth Management RIA, LLC
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2011169
Cambridge, MA
Position in CP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$987,203
-$474,693 QoQ
Shares Held
11,393
-38.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#458
of 965 holders
Holding Since
Dec 2023
11 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, 2026GC Wealth Management RIA, LLC holds $7,330,185 across 4 Railroads names. CP ranks #3 (13.5% 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 | $987,203 | 11,393 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,461,896 | 18,585 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,148,701 | 15,601 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $961,441 | 12,907 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $953,776 | 12,032 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $853,542 | 12,157 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $934,803 | 12,917 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $915,363 | 10,701 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $781,867 | 9,931 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $733,574 | 8,320 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $509,462 | 6,444 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||