Geneos Wealth Management’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Sell |
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|
2025
Q2 | $939K | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $582K | Sell |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $783K | Sell |
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|
2021
Q3 | $759K | Buy |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $591K | Hold |
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|
2020
Q4 | $584K | Sell |
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|
2020
Q3 | $469K | Buy |
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|
2020
Q2 | $457K | Sell |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $600K | Buy |
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|
2019
Q3 | $557K | Buy |
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|
2019
Q2 | $438K | Buy |
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|
2019
Q1 | $427K | Buy |
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|
2018
Q4 | $347K | Buy |
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|
2018
Q3 | $406K | Buy |
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|
2018
Q2 | $362K | Buy |
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|
2018
Q1 | $348K | Sell |
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|
2017
Q4 | $395K | Sell |
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|
2017
Q3 | $386K | Buy |
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|
2017
Q2 | $366K | Buy |
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|
2017
Q1 | $313K | Buy |
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|
2016
Q4 | $282K | Buy |
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|
2016
Q3 | $289K | Buy |
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|
2016
Q2 | $266K | Buy |
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|
2016
Q1 | $270K | Buy |
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