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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
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 Sell
153
-152
-50% -$13.8K ﹤0.01% 2230
2025
Q1 		$27.5K Buy
305
+144
+89% +$14K ﹤0.01% 2194
2024
Q4 		$16.4K Buy
+161
New +$15.7K ﹤0.01% 1822

Other funds holding KNF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geneos Wealth Management's KNF Position: Q1 2026 in Review

Geneos Wealth Management held its Knife River (KNF) position steady in Q1 2026 at 133 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Geneos Wealth Management first reported a position in KNF in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.5K in Q1 2025. 387 funds tracked by Wall St. Rank hold KNF as of Q1 2026.

  • Geneos Wealth Management held 133 shares of Knife River worth $10.9K as of Q1 2026.
  • Geneos Wealth Management left its Knife River share count unchanged in Q1 2026.
  • Knife River made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1967 holding.
  • Geneos Wealth Management first reported a position in Knife River in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Knife River position peaked at $27.5K in Q1 2025.
  • 387 funds tracked by Wall St. Rank held Knife River as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.