GWM
ACRE

Geneos Wealth Management’s Ares Commercial Real Estate ACRE Stock Holding History

Geneos Wealth Management’s Portfolio ACRE Stock Details ACRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$1K – 2762
2021
Q3 		$1K Hold
100
– – ﹤0.01% 2703
2021
Q2 		$1K Hold
100
– – ﹤0.01% 2722
2021
Q1 		$1K Hold
100
– – ﹤0.01% 2977
2020
Q4 		$1K Buy
+100
New +$1K ﹤0.01% 2755