Geneos Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $154K | Buy |
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|
2025
Q2 | $156K | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $129K | Buy |
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|
2024
Q2 | $120K | Buy |
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|
2024
Q1 | $116K | Buy |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $22.3K | Buy |
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|
2023
Q2 | $21K | Buy |
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|
2023
Q1 | $21.8K | Buy |
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|
2022
Q4 | $21.1K | Buy |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $17K | Buy |
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|
2021
Q3 | $17K | Buy |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $15K | Buy |
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|
2020
Q3 | $7K | Buy |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $31K | Buy |
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|
2019
Q3 | $25K | Buy |
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|
2019
Q2 | $26K | Buy |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $28K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $12K | Sell |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $80K | Buy |
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|
2016
Q2 | $21K | Buy |
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|
2016
Q1 | $17K | Buy |
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