Geneos Wealth Management’s Brookfield Renewable BEP Stock Holding History

Geneos Wealth Management’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
2025 Q1	–	Sell	-38	Closed	-$866	–	3056
2024 Q4	$866	Hold	38	–	–	﹤0.01%	2801
2024 Q3	$1.07K	Hold	38	–	–	﹤0.01%	2435
2024 Q2	$941	Hold	38	–	–	﹤0.01%	1988
2024 Q1	$883	Hold	38	–	–	﹤0.01%	2051
2023 Q4	$999	Hold	38	–	–	﹤0.01%	2014
2023 Q3	$826	Buy	+38	New	+$1.02K	﹤0.01%	2051
2022 Q3	–	Sell	-1,275	Closed	-$44K	–	2059
2022 Q2	$44K	Hold	1,275	–	–	﹤0.01%	1338
2022 Q1	$52K	Buy	1,275 +1,000	+364%	+$35.9K	﹤0.01%	1366
2021 Q4	$9K	Hold	275	–	–	﹤0.01%	2205
2021 Q3	$10K	Hold	275	–	–	﹤0.01%	2205
2021 Q2	$10K	Hold	275	–	–	﹤0.01%	2189
2021 Q1	$10K	Hold	275	–	–	﹤0.01%	2369
2020 Q4	$11K	Buy	275 +65	+31%	+$2.49K	﹤0.01%	2169
2020 Q3	$6K	Buy	+210	New	+$6.2K	﹤0.01%	2102
2020 Q1	–	Sell	-563	Closed	-$14K	–	2481
2019 Q4	$14K	Hold	563	–	–	﹤0.01%	1823
2019 Q3	$11K	Buy	+563	New	+$11K	﹤0.01%	1843
2016 Q2	–	Sell	-563	Closed	-$9K	–	1807
2016 Q1	$9K	Buy	+563	New	+$7.97K	﹤0.01%	1325

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Geneos Wealth Management's BEP Position: Q1 2025 in Review

Geneos Wealth Management sold out of Brookfield Renewable (BEP) in Q1 2025, closing a stake of 38 shares — an estimated $866 sold.

Geneos Wealth Management first reported a position in BEP in Q1 2016 and held it in 17 quarters. The position peaked at $52K in Q1 2022. 214 funds tracked by Wall St. Rank hold BEP as of Q1 2025.

Geneos Wealth Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
Geneos Wealth Management sold 38 Brookfield Renewable shares in Q1 2025, an estimated $866.
Geneos Wealth Management first reported a position in Brookfield Renewable in Q1 2016 and held it in 17 quarters.
Geneos Wealth Management's Brookfield Renewable position peaked at $52K in Q1 2022.
214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.