GWP
BN icon

Gen-Wealth Partners’s Brookfield BN Stock Holding History

Gen-Wealth Partners’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8K Hold
325
– – ﹤0.01% 530
2026
Q1 		$13.2K Hold
325
– – ﹤0.01% 518
2025
Q4 		$14.9K Sell
325
-1
-0.3% -$46 ﹤0.01% 496
2025
Q3 		$14.9K Hold
326
– – 0.01% 490
2025
Q2 		$13.4K Hold
326
– – 0.01% 439
2025
Q1 		$11.4K Hold
326
– – ﹤0.01% 434
2024
Q4 		$12.5K Hold
326
– – 0.01% 453
2024
Q3 		$11.7K Hold
326
– – 0.01% 480
2024
Q2 		$9.01K Hold
326
– – ﹤0.01% 477
2024
Q1 		$9.09K Buy
+326
New +$8.79K ﹤0.01% 464

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Gen-Wealth Partners held its Brookfield (BN) position steady in Q2 2026 at 325 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Gen-Wealth Partners first reported a position in BN in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.9K in Q4 2025. 941 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Gen-Wealth Partners held 325 shares of Brookfield worth $13.8K as of Q2 2026.
  • Gen-Wealth Partners left its Brookfield share count unchanged in Q2 2026.
  • Brookfield made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #530 holding.
  • Gen-Wealth Partners first reported a position in Brookfield in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Brookfield position peaked at $14.9K in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

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