Geneos Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
29,806
-30,208
| -50% | -$1.79M | 0.04% | 393 |
|
|
2025
Q1 | $3.41M | Buy |
60,014
+29,755
| +98% | +$1.69M | 0.05% | 360 |
|
|
2024
Q4 | $1.83M | Buy |
30,259
+524
| +2% | +$31.6K | 0.06% | 304 |
|
|
2024
Q3 | $1.68M | Sell |
29,735
-171
| -0.6% | -$9.68K | 0.06% | 311 |
|
|
2024
Q2 | $1.47M | Buy |
29,906
+3
| +0% | +$147 | 0.07% | 297 |
|
|
2024
Q1 | $1.5M | Buy |
29,903
+3,425
| +13% | +$172K | 0.07% | 287 |
|
|
2023
Q4 | $1.39M | Buy |
26,478
+1,002
| +4% | +$52.5K | 0.07% | 276 |
|
|
2023
Q3 | $1.06M | Sell |
25,476
-121
| -0.5% | -$5.05K | 0.05% | 308 |
|
|
2023
Q2 | $1.05M | Buy |
25,597
+4,986
| +24% | +$204K | 0.05% | 309 |
|
|
2023
Q1 | $904K | Sell |
20,611
-3,172
| -13% | -$139K | 0.05% | 310 |
|
|
2022
Q4 | $1.4M | Buy |
23,783
+10,435
| +78% | +$613K | 0.08% | 223 |
|
|
2022
Q3 | $785K | Sell |
13,348
-3,385
| -20% | -$199K | 0.05% | 302 |
|
|
2022
Q2 | $988K | Buy |
16,733
+2,042
| +14% | +$121K | 0.05% | 325 |
|
|
2022
Q1 | $1.01M | Sell |
14,691
-7,037
| -32% | -$485K | 0.04% | 352 |
|
|
2021
Q4 | $1.54M | Buy |
21,728
+8,606
| +66% | +$610K | 0.06% | 297 |
|
|
2021
Q3 | $910K | Buy |
13,122
+109
| +0.8% | +$7.56K | 0.03% | 408 |
|
|
2021
Q2 | $850K | Sell |
13,013
-12,074
| -48% | -$789K | 0.03% | 414 |
|
|
2021
Q1 | $1.72M | Sell |
25,087
-1,680
| -6% | -$115K | 0.05% | 309 |
|
|
2020
Q4 | $997K | Buy |
26,767
+23,616
| +749% | +$880K | 0.04% | 350 |
|
|
2020
Q3 | $108K | Buy |
3,151
+746
| +31% | +$25.6K | 0.01% | 918 |
|
|
2020
Q2 | $86K | Sell |
2,405
-2,623
| -52% | -$93.8K | ﹤0.01% | 983 |
|
|
2020
Q1 | $167K | Buy |
5,028
+2,709
| +117% | +$90K | 0.01% | 672 |
|
|
2019
Q4 | $134K | Hold |
2,319
| – | – | 0.01% | 837 |
|
|
2019
Q3 | $123K | Sell |
2,319
-3,119
| -57% | -$165K | 0.01% | 821 |
|
|
2019
Q2 | $290K | Buy |
5,438
+187
| +4% | +$9.97K | 0.02% | 554 |
|
|
2019
Q1 | $269K | Sell |
5,251
-1,570
| -23% | -$80.4K | 0.02% | 564 |
|
|
2018
Q4 | $325K | Sell |
6,821
-408
| -6% | -$19.4K | 0.02% | 467 |
|
|
2018
Q3 | $429K | Buy |
7,229
+2,146
| +42% | +$127K | 0.03% | 420 |
|
|
2018
Q2 | $310K | Sell |
5,083
-15,566
| -75% | -$949K | 0.02% | 435 |
|
|
2018
Q1 | $1.25M | Buy |
20,649
+17,489
| +553% | +$1.06M | 0.11% | 180 |
|
|
2017
Q4 | $185K | Buy |
3,160
+534
| +20% | +$31.3K | 0.02% | 562 |
|
|
2017
Q3 | $149K | Sell |
2,626
-23
| -0.9% | -$1.31K | 0.01% | 595 |
|
|
2017
Q2 | $145K | Sell |
2,649
-44,550
| -94% | -$2.44M | 0.01% | 589 |
|
|
2017
Q1 | $2.59M | Buy |
47,199
+13,227
| +39% | +$726K | 0.27% | 98 |
|
|
2016
Q4 | $1.89M | Buy |
33,972
+32,740
| +2,657% | +$1.82M | 0.25% | 97 |
|
|
2016
Q3 | $52K | Sell |
1,232
-300
| -20% | -$12.7K | 0.01% | 799 |
|
|
2016
Q2 | $58K | Sell |
1,532
-345
| -18% | -$13.1K | 0.01% | 753 |
|
|
2016
Q1 | $70K | Buy |
+1,877
| New | +$70K | 0.01% | 687 |
|