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GeoWealth Management’s Brookfield Renewable BEPC Stock Holding History

GeoWealth Management’s Portfolio BEPC Stock Details BEPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-423
Closed -$11.7K – 1129
2024
Q4 		$11.7K Buy
423
+308
+268% +$9.47K ﹤0.01% 1468
2024
Q3 		$3.76K Buy
+115
New +$3.33K ﹤0.01% 1488

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

GeoWealth Management's BEPC Position: Q1 2025 in Review

GeoWealth Management sold out of Brookfield Renewable (BEPC) in Q1 2025, closing a stake of 423 shares — an estimated $11.7K sold.

GeoWealth Management first reported a position in BEPC in Q3 2024 and held it in 2 quarters. The position peaked at $11.7K in Q4 2024. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2025.

  • GeoWealth Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 423 Brookfield Renewable shares in Q1 2025, an estimated $11.7K.
  • GeoWealth Management first reported a position in Brookfield Renewable in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Brookfield Renewable position peaked at $11.7K in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.