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	–	3079
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 $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

Fidelity International

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

CIBC Asset Management

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

Bank of Montreal

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return