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Geneos Wealth Management’s JPMorgan Realty Income ETF JPRE Stock Holding History

Geneos Wealth Management’s Portfolio JPRE Stock Details JPRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$41.6K Sell
874
-898
-51% -$42.8K ﹤0.01% 1677
2025
Q1 		$85.4K Buy
1,772
+898
+103% +$43.3K ﹤0.01% 1653
2024
Q4 		$41.3K Buy
+874
New +$41.3K ﹤0.01% 1393