AssetMark Inc’s Brookfield Renewable BEP Stock Holding History

AssetMark Inc’s Portfolio BEP Stock Details BEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.63K	Hold	129	–	–	﹤0.01%	2860
2026 Q2	$4.48K	Hold	129	–	–	﹤0.01%	2727
2026 Q1	$4.21K	Hold	129	–	–	﹤0.01%	2635
2025 Q4	$3.48K	Hold	129	–	–	﹤0.01%	2593
2025 Q3	$3.33K	Hold	129	–	–	﹤0.01%	2476
2025 Q2	$3.29K	Buy	+129	New	+$3.03K	﹤0.01%	2267
2023 Q2	–	Sell	-7	Closed	-$298	–	1569
2023 Q1	$298	Buy	+7	New	+$197	﹤0.01%	1515

Other funds holding BEP

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

AssetMark Inc's BEP Position: Q3 2026 in Review

AssetMark Inc held its Brookfield Renewable (BEP) position steady in Q3 2026 at 129 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

AssetMark Inc first reported a position in BEP in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.48K in Q2 2026. 111 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

AssetMark Inc held 129 shares of Brookfield Renewable worth $3.63K as of Q3 2026.
AssetMark Inc left its Brookfield Renewable share count unchanged in Q3 2026.
Brookfield Renewable made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2860 holding.
AssetMark Inc first reported a position in Brookfield Renewable in Q1 2023 and has held it in 7 quarters since.
AssetMark Inc's Brookfield Renewable position peaked at $4.48K in Q2 2026.
111 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.