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GPS Wealth Strategies Group’s Brookfield Renewable BEP Stock Holding History

GPS Wealth Strategies Group’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 		$10.8K Sell
400
-351
-47% -$9.98K 0.01% 378
2025
Q3 		$19.4K Hold
751
– – ﹤0.01% 911
2025
Q2 		$19.2K Buy
751
+51
+7% +$1.2K ﹤0.01% 864
2025
Q1 		$15.5K Hold
700
– – ﹤0.01% 890
2024
Q4 		$16K Hold
700
– – ﹤0.01% 847
2024
Q3 		$19.7K Sell
700
-1,244
-64% -$31.3K ﹤0.01% 803
2024
Q2 		$48.2K Hold
1,944
– – 0.01% 549
2024
Q1 		$45.2K Buy
1,944
+100
+5% +$2.43K 0.01% 538
2023
Q4 		$48.5K Buy
1,844
+200
+12% +$4.74K 0.01% 497
2023
Q3 		$35.7K Hold
1,644
– – 0.01% 560
2023
Q2 		$48.5K Hold
1,644
– – 0.01% 498
2023
Q1 		$51.8K Buy
+1,644
New +$46.4K 0.01% 475
2022
Q4 		– Sell
-2,018
Closed -$63K – 197
2022
Q3 		$63K Hold
2,018
– – 0.02% 391
2022
Q2 		$70K Hold
2,018
– – 0.02% 381
2022
Q1 		$83K Buy
2,018
+750
+59% +$26.9K 0.02% 340
2021
Q4 		$45K Sell
1,268
-2
-0.2% -$74 0.01% 423
2021
Q3 		$47K Sell
1,270
-2,702
-68% -$105K 0.01% 397
2021
Q2 		$153K Buy
3,972
+1,271
+47% +$50.3K 0.04% 242
2021
Q1 		$115K Buy
+2,701
New +$120K 0.03% 255

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

GPS Wealth Strategies Group's BEP Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Brookfield Renewable (BEP) stake by 47% in Q4 2025, selling an estimated $9.98K and leaving 400 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #378.

GPS Wealth Strategies Group first reported a position in BEP in Q1 2021 and has held it in 19 quarters since. The position peaked at $153K in Q2 2021. 241 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • GPS Wealth Strategies Group held 400 shares of Brookfield Renewable worth $10.8K as of Q4 2025.
  • GPS Wealth Strategies Group sold 351 Brookfield Renewable shares in Q4 2025, an estimated $9.98K.
  • Brookfield Renewable made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #378 holding.
  • GPS Wealth Strategies Group first reported a position in Brookfield Renewable in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Brookfield Renewable position peaked at $153K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.