Geneos Wealth Management’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Buy |
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|
2025
Q2 | $113K | Sell |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $195K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $14K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $11K | Buy |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $12K | Sell |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $8K | Sell |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Sell |
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|
2018
Q1 | $23K | Sell |
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|
2017
Q4 | $33K | Sell |
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|
2017
Q3 | $51K | Buy |
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|
2017
Q2 | $47K | Sell |
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|
2017
Q1 | $65K | Sell |
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|
2016
Q4 | $129K | Sell |
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|
2016
Q3 | $179K | Buy |
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|
2016
Q2 | $180K | Sell |
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|
2016
Q1 | $188K | Buy |
|