Back to BEPJ
HB Wealth Management, LLC → BEPJ
HB Wealth Management, LLC BEPJ Position History
Brookfield BRP Holdings (Canada • Utilities
Quarters held
4
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 50.7K | — | — |
| Q2 2026 | $1.3M | 38.0K | — | — |
| Q1 2026 | $1.2M | 38.0K | — | — |
| Q4 2025 | $1M | 38.0K | — | — |
Other funds holding BEPJ
$2.6B
$2.5B
$2.4B
$2.4B
$2.2B
$2.2B
$2.2B
$2.2B