GoalVest Advisory’s Brookfield Renewable BEPC Stock Holding History

GoalVest Advisory’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
2026 Q2	–	Sell	-1,200	Closed	-$47.8K	–	507
2026 Q1	$47.8K	Hold	1,200	–	–	0.01%	230
2025 Q4	$46K	Hold	1,200	–	–	0.01%	252
2025 Q3	$41.3K	Hold	1,200	–	–	0.01%	233
2025 Q2	$39.3K	Hold	1,200	–	–	0.01%	225
2025 Q1	$33.5K	Sell	1,200 -1,000	-45%	-$27.4K	0.01%	208
2024 Q4	$60.9K	Hold	2,200	–	–	0.02%	177
2024 Q3	$71.9K	Hold	2,200	–	–	0.02%	161
2024 Q2	$62.4K	Hold	2,200	–	–	0.02%	160
2024 Q1	$54.1K	Buy	+2,200	New	+$57.7K	0.02%	190

Other funds holding BEPC

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return