Gen-Wealth Partners Inc
Position in CP — Canadian Pacific Kansas City Ltd/Cn
CIK 2023375
ZEELAND, MI
Position in CP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$64,987
+$5,992 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#819
of 962 holders
Holding Since
Sep 2024
8 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, 2026Gen-Wealth Partners Inc holds $659,073 across 7 Railroads names. CP ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNI |
Canadian National Railway Co
|
1,378 | $164,312 | |
| 2 | UNP |
Union Pacific Corp
|
600 | $163,200 | |
| 3 | NSC |
Norfolk Southern Corp
|
500 | $157,295 | |
| 4 | CSX |
Csx Corp
|
1,382 | $65,686 | |
| 5 | CP |
Canadian Pacific Kansas City Ltd/Cn
This page
|
750 | $64,987 | |
| 6 | GBX |
Greenbrier Companies Inc
|
873 | $42,785 | |
| 7 | WAB |
Westinghouse Air Brake Technologies Corp
|
3 | $808 |
All Filings in CP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,987 | 750 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $58,995 | 750 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $55,222 | 750 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,320 | 1,038 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $82,282 | 1,038 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,877 | 1,038 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,120 | 1,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $88,790 | 1,038 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||