GM
BN icon

GeoWealth Management’s Brookfield BN Stock Holding History

GeoWealth 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
-1,191
Closed -$45.6K – 1146
2024
Q4 		$45.6K Buy
1,191
+37
+3% +$1.39K ﹤0.01% 1196
2024
Q3 		$40.9K Buy
1,154
+114
+11% +$3.6K ﹤0.01% 1132
2024
Q2 		$28.8K Buy
1,040
+311
+43% +$8.66K ﹤0.01% 836
2024
Q1 		$20.3K Sell
729
-399
-35% -$10.8K ﹤0.01% 825
2023
Q4 		$30K Buy
+1,128
New +$25.6K ﹤0.01% 641

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

GeoWealth Management's BN Position: Q1 2025 in Review

GeoWealth Management sold out of Brookfield (BN) in Q1 2025, closing a stake of 1,191 shares — an estimated $45.6K sold.

GeoWealth Management first reported a position in BN in Q4 2023 and held it in 5 quarters. The position peaked at $45.6K in Q4 2024. 818 funds tracked by Wall St. Rank hold BN as of Q1 2025.

  • GeoWealth Management reported no remaining Brookfield position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,191 Brookfield shares in Q1 2025, an estimated $45.6K.
  • GeoWealth Management first reported a position in Brookfield in Q4 2023 and held it in 5 quarters.
  • GeoWealth Management's Brookfield position peaked at $45.6K in Q4 2024.
  • 818 funds tracked by Wall St. Rank held Brookfield as of Q1 2025.

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