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Geneos Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Geneos Wealth Management’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-787
Closed -$32.7K – 2566
2025
Q2 		$32.7K Buy
787
+77
+11% +$2.96K ﹤0.01% 1786
2025
Q1 		$62.3K Buy
710
+548
+338% +$21.6K ﹤0.01% 1798
2024
Q4 		$6.48K Buy
+162
New +$6.82K ﹤0.01% 2224
2022
Q1 		– Sell
-1,722
Closed -$78K – 2763
2021
Q4 		$78K Hold
1,722
– – ﹤0.01% 1270
2021
Q3 		$68K Buy
1,722
+1,657
+2,549% +$72.5K ﹤0.01% 1342
2021
Q2 		$3K Hold
65
– – ﹤0.01% 2556
2021
Q1 		$3K Hold
65
– – ﹤0.01% 2777
2020
Q4 		$3K Sell
65
-61
-48% -$2.58K ﹤0.01% 2596
2020
Q3 		$4K Hold
126
– – ﹤0.01% 2231
2020
Q2 		$3K Buy
+126
New +$3.66K ﹤0.01% 2260

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Geneos Wealth Management's BIPC Position: Q3 2025 in Review

Geneos Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q3 2025, closing a stake of 787 shares — an estimated $32.7K sold.

Geneos Wealth Management first reported a position in BIPC in Q2 2020 and held it in 10 quarters. The position peaked at $78K in Q4 2021. 350 funds tracked by Wall St. Rank hold BIPC as of Q3 2025.

  • Geneos Wealth Management reported no remaining Brookfield Infrastructure position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 787 Brookfield Infrastructure shares in Q3 2025, an estimated $32.7K.
  • Geneos Wealth Management first reported a position in Brookfield Infrastructure in Q2 2020 and held it in 10 quarters.
  • Geneos Wealth Management's Brookfield Infrastructure position peaked at $78K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.