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Gen-Wealth Partners’s Brookfield Renewable BEP Stock Holding History

Gen-Wealth Partners’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
Q2 		$729 Hold
21
– – ﹤0.01% 678
2026
Q1 		$685 Hold
21
– – ﹤0.01% 684
2025
Q4 		$566 Hold
21
– – ﹤0.01% 656
2025
Q3 		$542 Hold
21
– – ﹤0.01% 651
2025
Q2 		$536 Hold
21
– – ﹤0.01% 613
2025
Q1 		$465 Hold
21
– – ﹤0.01% 586
2024
Q4 		$479 Hold
21
– – ﹤0.01% 621
2024
Q3 		$542 Hold
21
– – ﹤0.01% 633
2024
Q2 		$520 Hold
21
– – ﹤0.01% 618
2024
Q1 		$488 Buy
+21
New +$510 ﹤0.01% 606

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gen-Wealth Partners's BEP Position: Q2 2026 in Review

Gen-Wealth Partners held its Brookfield Renewable (BEP) position steady in Q2 2026 at 21 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Gen-Wealth Partners first reported a position in BEP in Q1 2024 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Gen-Wealth Partners held 21 shares of Brookfield Renewable worth $729 as of Q2 2026.
  • Gen-Wealth Partners left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #678 holding.
  • Gen-Wealth Partners first reported a position in Brookfield Renewable in Q1 2024 and has held it in 10 quarters since.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.