GRP
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Global Retirement Partners’s Brookfield Renewable BEP Stock Holding History

Global Retirement Partners’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
2025
Q4 		$59.5K Buy
2,207
+1,633
+284% +$46.4K ﹤0.01% 2252
2025
Q3 		$14.8K Hold
574
– – ﹤0.01% 2529
2025
Q2 		$14.7K Buy
+574
New +$13.5K ﹤0.01% 2427
2024
Q4 		$13.1K Hold
576
– – ﹤0.01% 2290
2024
Q3 		$16.2K Sell
576
-420
-42% -$10.6K ﹤0.01% 2090
2024
Q2 		$24.7K Buy
996
+994
+49,700% +$24.7K ﹤0.01% 1877
2024
Q1 		$46 Buy
+2
New +$49 ﹤0.01% 3333
2023
Q3 		– Sell
-580
Closed -$17.1K – 3255
2023
Q2 		$17.1K Buy
580
+350
+152% +$10.8K ﹤0.01% 1743
2023
Q1 		$6.85K Buy
+230
New +$6.49K ﹤0.01% 2061
2021
Q1 		– Sell
-82
Closed -$4K – 1781
2020
Q4 		$4K Buy
+82
New +$3.14K ﹤0.01% 1475

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CIBC Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return