GWM
KREF

Geneos Wealth Management’s KKR Real Estate Finance Trust KREF Stock Holding History

Geneos Wealth Management’s Portfolio KREF Stock Details KREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Hold
2,000
– – ﹤0.01% 1918
2026
Q1 		$12.2K Sell
2,000
-2,450
-55% -$17.9K ﹤0.01% 1931
2025
Q4 		$36.6K Hold
4,450
– – ﹤0.01% 1511
2025
Q3 		$40K Buy
4,450
+1,000
+29% +$9.3K ﹤0.01% 1462
2025
Q2 		$30.3K Buy
3,450
+1,725
+100% +$15.9K ﹤0.01% 1826
2025
Q1 		$18.6K Hold
1,725
– – ﹤0.01% 1979
2024
Q4 		$17.4K Hold
1,725
– – ﹤0.01% 1796
2024
Q3 		$21.3K Hold
1,725
– – ﹤0.01% 1539
2024
Q2 		$15.6K Hold
1,725
– – ﹤0.01% 1417
2024
Q1 		$17.4K Buy
1,725
+250
+17% +$2.74K ﹤0.01% 1403
2023
Q4 		$19.5K Hold
1,475
– – ﹤0.01% 1365
2023
Q3 		$17.5K Hold
1,475
– – ﹤0.01% 1424
2023
Q2 		$18K Buy
1,475
+750
+103% +$8.44K ﹤0.01% 1415
2023
Q1 		$8.26K Hold
725
– – ﹤0.01% 1602
2022
Q4 		$10.1K Hold
725
– – ﹤0.01% 1526
2022
Q3 		$11K Sell
725
-9,057
-93% -$171K ﹤0.01% 1490
2022
Q2 		$173K Buy
9,782
+205
+2% +$3.95K 0.01% 799
2022
Q1 		$197K Buy
9,577
+51
+0.5% +$1.07K 0.01% 813
2021
Q4 		$198K Buy
9,526
+1,230
+15% +$26.5K 0.01% 871
2021
Q3 		$176K Buy
8,296
+546
+7% +$11.6K 0.01% 916
2021
Q2 		$168K Buy
+7,750
New +$162K 0.01% 927

Other funds holding KREF

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneos Wealth Management's KREF Position: Q2 2026 in Review

Geneos Wealth Management held its KKR Real Estate Finance Trust (KREF) position steady in Q2 2026 at 2,000 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Geneos Wealth Management first reported a position in KREF in Q2 2021 and has held it in 21 quarters since. The position peaked at $198K in Q4 2021. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

  • Geneos Wealth Management held 2,000 shares of KKR Real Estate Finance Trust worth $13.7K as of Q2 2026.
  • Geneos Wealth Management left its KKR Real Estate Finance Trust share count unchanged in Q2 2026.
  • KKR Real Estate Finance Trust made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1918 holding.
  • Geneos Wealth Management first reported a position in KKR Real Estate Finance Trust in Q2 2021 and has held it in 21 quarters since.
  • Geneos Wealth Management's KKR Real Estate Finance Trust position peaked at $198K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.