Geneos Wealth Management’s Knife River KNF Stock Holding History

Geneos Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.53K	Buy	149 +16	+12%	+$1.09K	﹤0.01%	2498
2026 Q2	$11.1K	Hold	133	–	–	﹤0.01%	1991
2026 Q1	$10.9K	Hold	133	–	–	﹤0.01%	1967
2025 Q4	$9.36K	Hold	133	–	–	﹤0.01%	1980
2025 Q3	$10.2K	Sell	133 -20	-13%	-$1.63K	﹤0.01%	1954
2025 Q2	$12.5K	Buy	153 +7	+5%	+$637	﹤0.01%	2230
2025 Q1	$13.2K	Sell	146 -15	-9%	-$1.46K	﹤0.01%	2142
2024 Q4	$16.4K	Buy	+161	New	+$15.7K	﹤0.01%	1822

Other funds holding KNF

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Geneos Wealth Management's KNF Position: Q3 2026 in Review

Geneos Wealth Management increased its Knife River (KNF) stake by 12% in Q3 2026, buying an estimated $1.09K and bringing the position to 149 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Geneos Wealth Management first reported a position in KNF in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.4K in Q4 2024. 167 funds tracked by Wall St. Rank hold KNF as of Q3 2026.

Geneos Wealth Management held 149 shares of Knife River worth $7.53K as of Q3 2026.
Geneos Wealth Management bought 16 Knife River shares in Q3 2026, an estimated $1.09K.
Knife River made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #2498 holding.
Geneos Wealth Management first reported a position in Knife River in Q4 2024 and has held it in 8 quarters since.
Geneos Wealth Management's Knife River position peaked at $16.4K in Q4 2024.
167 funds tracked by Wall St. Rank held Knife River as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.