Position in TRP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,411
-$2,877 QoQ
Shares Held
323
-38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
of 693 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in TRP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,451,539 across 7 Oil & Gas Midstream names. TRP ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
12,496 | $677,408 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
18,399 | $588,216 | |
| 3 | INSW |
International Seaways, Inc.
|
6,672 | $511,008 | |
| 4 | WMB |
Williams Companies, Inc.
|
4,499 | $334,455 | |
| 5 | OKE |
Oneok Inc /New/
|
2,738 | $238,041 | |
| 6 | DTM |
DT Midstream, Inc.
|
552 | $81,000 | |
| 7 | TRP |
Tc Energy Corp
This page
|
323 | $21,411 |
All Filings in TRP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,411 | 323 | Shares | Other | 2026-07-30 | |
| 2024-12-31 | $24,288 | 522 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,736 | 373 | Shares | Other | 2024-11-12 | |
| 2023-12-31 | $94,949 | 2,429 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||