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Genus Capital Management’s Brookfield BN Stock Holding History

Genus Capital Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-57,381
Closed -$2.2M – 212
2024
Q4 		$2.2M Buy
+57,381
New +$2.16M 0.3% 96

Other funds holding BN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Genus Capital Management's BN Position: Q2 2026 in Review

Genus Capital Management increased its Brookfield (BN) stake by 1.7% in Q2 2026, buying an estimated $8.85K and bringing the position to 11,719 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #161.

Genus Capital Management first reported a position in BN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q1 2025. 464 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • Genus Capital Management held 11,719 shares of Brookfield worth $500K as of Q2 2026.
  • Genus Capital Management bought 198 Brookfield shares in Q2 2026, an estimated $8.85K.
  • Brookfield made up 0.05% of Genus Capital Management's portfolio in Q2 2026, its #161 holding.
  • Genus Capital Management first reported a position in Brookfield in Q1 2025 and has held it in 6 quarters since.
  • Genus Capital Management's Brookfield position peaked at $1.24M in Q1 2025.
  • 464 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.