Geneos Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Sell |
2,330
-2,330
| -50% | -$32.5K | ﹤0.01% | 1792 |
|
|
2025
Q1 | $68.5K | Buy |
4,660
+2,660
| +133% | +$39.1K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $30.8K | Hold |
2,000
| – | – | ﹤0.01% | 1531 |
|
|
2024
Q3 | $31K | Buy |
2,000
+1,000
| +100% | +$15.5K | ﹤0.01% | 1378 |
|
|
2024
Q2 | $15.4K | Hold |
1,000
| – | – | ﹤0.01% | 1422 |
|
|
2024
Q1 | $15.8K | Hold |
1,000
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q4 | $16.2K | Buy |
+1,000
| New | +$16.2K | ﹤0.01% | 1426 |
|