Geneos Wealth Management’s KKR Real Estate Finance Trust KREF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3K | Sell |
3,450
-1,725
| -33% | -$15.1K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $55.9K | Buy |
5,175
+3,450
| +200% | +$37.3K | ﹤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% | +$2.52K | ﹤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% | +$9.13K | ﹤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% | -$137K | ﹤0.01% | 1490 |
|
|
2022
Q2 | $173K | Buy |
9,782
+205
| +2% | +$3.63K | 0.01% | 799 |
|
|
2022
Q1 | $197K | Buy |
9,577
+51
| +0.5% | +$1.05K | 0.01% | 813 |
|
|
2021
Q4 | $198K | Buy |
9,526
+1,230
| +15% | +$25.6K | 0.01% | 871 |
|
|
2021
Q3 | $176K | Buy |
8,296
+546
| +7% | +$11.6K | 0.01% | 916 |
|
|
2021
Q2 | $168K | Buy |
+7,750
| New | +$168K | 0.01% | 927 |
|