Geneos Wealth Management’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Geneos Wealth Management’s Portfolio KVLE Stock Details KVLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-600	Closed	-$14.9K	–	3183
2025 Q1	$14.9K	Buy	600 +300	+100%	+$7.65K	﹤0.01%	2448
2024 Q4	$7.58K	Hold	300	–	–	﹤0.01%	2172
2024 Q3	$7.96K	Hold	300	–	–	﹤0.01%	1919
2024 Q2	$7.34K	Hold	300	–	–	﹤0.01%	1625
2024 Q1	$7.24K	Hold	300	–	–	﹤0.01%	1625
2023 Q4	$6.92K	Hold	300	–	–	﹤0.01%	1642
2023 Q3	$6.38K	Hold	300	–	–	﹤0.01%	1674
2023 Q2	$6.79K	Hold	300	–	–	﹤0.01%	1665
2023 Q1	$6.68K	Hold	300	–	–	﹤0.01%	1658
2022 Q4	$6.42K	Buy	+300	New	+$6.47K	﹤0.01%	1648

Other funds holding KVLE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Geneos Wealth Management's KVLE Position: Q2 2025 in Review

Geneos Wealth Management sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q2 2025, closing a stake of 600 shares — an estimated $14.9K sold.

Geneos Wealth Management first reported a position in KVLE in Q4 2022 and held it in 10 quarters. The position peaked at $14.9K in Q1 2025. 14 funds tracked by Wall St. Rank hold KVLE as of Q2 2025.

Geneos Wealth Management reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 600 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q2 2025, an estimated $14.9K.
Geneos Wealth Management first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2022 and held it in 10 quarters.
Geneos Wealth Management's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $14.9K in Q1 2025.
14 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.