KERR FINANCIAL PLANNING Corp CITR β€” GENERAL ENTERPRISE VENTU

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  1 quarter on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported GENERAL ENTERPRISE VENTU (CITR) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows CITR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CITR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in GENERAL ENTERPRISE VENTU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CITR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KERR FINANCIAL PLANNING Corp held CITR β€” position size vs. price
% of Fund (quarterly)    CITR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 216 β€” β€” 0.00% $2K 2025-11-25 β€”

🏒 Other funds also holding CITR

As of 2026 Q1 β€” sorted by position size

FNY Investment Advisers, LLC 3Y 7Y 0.03%

FAQ About KERR FINANCIAL PLANNING Corp and CITR

These are the practical questions this page is built to answer before you even open the full history table.

How long has KERR FINANCIAL PLANNING Corp reported owning CITR?

KERR FINANCIAL PLANNING Corp reported CITR across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported CITR position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for CITR was 0.00% in 2025 Q3.

What is the latest reported CITR position on this page?

The most recent filing on this page is 2025 Q3, when KERR FINANCIAL PLANNING Corp reported 216 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CITR ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly CITR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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