GWM
BNT

Geneos Wealth Management’s Brookfield Wealth Solutions BNT Stock Holding History

Geneos Wealth Management’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15
Closed -$522 – 3248
2025
Q1 		$522 Buy
+15
New +$566 ﹤0.01% 3070
2022
Q3 		– Sell
-57
Closed -$1K – 2635
2022
Q2 		$1K Hold
57
– – ﹤0.01% 2560
2022
Q1 		$2K Buy
+57
New +$2.15K ﹤0.01% 2586

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return

Geneos Wealth Management's BNT Position: Q2 2025 in Review

Geneos Wealth Management sold out of Brookfield Wealth Solutions (BNT) in Q2 2025, closing a stake of 15 shares — an estimated $522 sold.

Geneos Wealth Management first reported a position in BNT in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 110 funds tracked by Wall St. Rank hold BNT as of Q2 2025.

  • Geneos Wealth Management reported no remaining Brookfield Wealth Solutions position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 15 Brookfield Wealth Solutions shares in Q2 2025, an estimated $522.
  • Geneos Wealth Management first reported a position in Brookfield Wealth Solutions in Q1 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Brookfield Wealth Solutions position peaked at $2K in Q1 2022.
  • 110 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.