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 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return