Geneos Wealth Management’s Brookfield Asset Management BAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$910K	Buy	16,461 +8,832	+116%	+$488K	0.02%	560
2025 Q1	$370K	Buy	7,629 +4,038	+112%	+$196K	0.01%	1002
2024 Q4	$195K	Buy	+3,591	New	+$195K	0.01%	844