Golden State Wealth Management’s Brookfield Renewable BEP Stock Holding History

Golden State 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
2025 Q4	–	Sell	-585	Closed	-$16.6K	–	1691
2025 Q3	$15.1K	Buy	585 +8	+1%	+$206	﹤0.01%	989
2025 Q2	$14.7K	Buy	577 +8	+1%	+$188	﹤0.01%	965
2025 Q1	$12.6K	Buy	569 +10	+2%	+$223	﹤0.01%	930
2024 Q4	$12.8K	Buy	+559	New	+$14.3K	﹤0.01%	898
2020 Q2	–	Sell	-570	Closed	-$13K	–	323
2020 Q1	$13K	Buy	+570	New	+$14.4K	0.01%	567
2019 Q4	–	Sell	-563	Closed	-$12K	–	131
2019 Q3	$12K	Buy	+563	New	+$11K	﹤0.01%	708
2019 Q2	–	Sell	-1,058	Closed	-$18K	–	1066
2019 Q1	$18K	Buy	+1,058	New	+$16.7K	0.01%	646

Other funds holding BEP

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Golden State Wealth Management's BEP Position: Q4 2025 in Review

Golden State Wealth Management sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 585 shares — an estimated $16.6K sold.

Golden State Wealth Management first reported a position in BEP in Q1 2019 and held it in 7 quarters. The position peaked at $18K in Q1 2019. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

Golden State Wealth Management reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 585 Brookfield Renewable shares in Q4 2025, an estimated $16.6K.
Golden State Wealth Management first reported a position in Brookfield Renewable in Q1 2019 and held it in 7 quarters.
Golden State Wealth Management's Brookfield Renewable position peaked at $18K in Q1 2019.
242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.