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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	Sell	3,450 -1,725	-33%	-$15.9K	﹤0.01%	1826
2025 Q1	$55.9K	Buy	5,175 +3,450	+200%	+$37.2K	﹤0.01%	1859
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