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Gilpin Wealth Management’s Brookfield Renewable BEP Stock Holding History

Gilpin Wealth Management’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.56K Hold
91
– – ﹤0.01% 565
2026
Q2 		$3.16K Hold
91
– – ﹤0.01% 402
2026
Q1 		$2.97K Hold
91
– – ﹤0.01% 394
2025
Q4 		$2.46K Buy
+91
New +$2.59K ﹤0.01% 384

Other funds holding BEP

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Gilpin Wealth Management's BEP Position: Q3 2026 in Review

Gilpin Wealth Management held its Brookfield Renewable (BEP) position steady in Q3 2026 at 91 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Gilpin Wealth Management first reported a position in BEP in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.16K in Q2 2026. 8 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Gilpin Wealth Management held 91 shares of Brookfield Renewable worth $2.56K as of Q3 2026.
  • Gilpin Wealth Management left its Brookfield Renewable share count unchanged in Q3 2026.
  • Brookfield Renewable made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #565 holding.
  • Gilpin Wealth Management first reported a position in Brookfield Renewable in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Brookfield Renewable position peaked at $3.16K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.