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GPS Wealth Strategies Group’s Brookfield BN Stock Holding History

GPS Wealth Strategies Group’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$18.9K Sell
412
-605
-59% -$27.6K 0.02% 322
2025
Q3 		$46.5K Hold
1,017
– – ﹤0.01% 693
2025
Q2 		$41.9K Buy
1,017
+3
+0.3% +$111 ﹤0.01% 674
2025
Q1 		$35.4K Buy
1,014
+1
+0.1% +$38 ﹤0.01% 694
2024
Q4 		$38.8K Hold
1,013
– – 0.01% 644
2024
Q3 		$35.9K Hold
1,013
– – ﹤0.01% 662
2024
Q2 		$28K Sell
1,013
-136
-12% -$3.79K ﹤0.01% 675
2024
Q1 		$32.1K Hold
1,149
– – 0.01% 614
2023
Q4 		$30.7K Sell
1,149
-591
-34% -$13.4K 0.01% 604
2023
Q3 		$36.3K Buy
1,740
+1
+0.1% +$23 0.01% 556
2023
Q2 		$39K Sell
1,739
-33
-2% -$699 0.01% 543
2023
Q1 		$38.5K Buy
+1,772
New +$39.9K 0.01% 532
2022
Q4 		– Sell
-1,180
Closed -$26K – 227
2022
Q3 		$26K Sell
1,180
-67
-5% -$1.74K 0.01% 555
2022
Q2 		$30K Sell
1,247
-165
-12% -$4.41K 0.01% 540
2022
Q1 		$43K Sell
1,412
-2,299
-62% -$68.7K 0.01% 442
2021
Q4 		$121K Buy
3,711
+6
+0.2% +$190 0.03% 273
2021
Q3 		$107K Sell
3,705
-336
-8% -$9.81K 0.03% 276
2021
Q2 		$111K Sell
4,041
-286
-7% -$7.33K 0.03% 285
2021
Q1 		$103K Buy
+4,327
New +$96.5K 0.03% 269

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

GPS Wealth Strategies Group reduced its Brookfield (BN) stake by 59% in Q4 2025, selling an estimated $27.6K and leaving 412 shares worth $18.9K. The position accounts for 0.02% of the portfolio, ranked #322.

GPS Wealth Strategies Group first reported a position in BN in Q1 2021 and has held it in 19 quarters since. The position peaked at $121K in Q4 2021. 936 funds tracked by Wall St. Rank hold BN as of Q4 2025.

  • GPS Wealth Strategies Group held 412 shares of Brookfield worth $18.9K as of Q4 2025.
  • GPS Wealth Strategies Group sold 605 Brookfield shares in Q4 2025, an estimated $27.6K.
  • Brookfield made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #322 holding.
  • GPS Wealth Strategies Group first reported a position in Brookfield in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Brookfield position peaked at $121K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Brookfield as of Q4 2025.

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