BWP
KT icon

BSW Wealth Partners’s KT KT Stock Holding History

BSW Wealth Partners’s Portfolio KT Stock Details KT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184K Buy
10,623
+122
+1% +$2.43K 0.02% 324
2026
Q1 		$225K Sell
10,501
-5,486
-34% -$118K 0.03% 286
2025
Q4 		$303K Sell
15,987
-56
-0.3% -$1.04K 0.04% 242
2025
Q3 		$313K Sell
16,043
-1,682
-9% -$34.3K 0.04% 248
2025
Q2 		$368K Sell
17,725
-284
-2% -$5.4K 0.05% 209
2025
Q1 		$319K Sell
18,009
-3,519
-16% -$60.7K 0.05% 224
2024
Q4 		$334K Buy
21,528
+9
+0% +$143 0.05% 216
2024
Q3 		$331K Buy
21,519
+6,996
+48% +$101K 0.05% 213
2024
Q2 		$199K Sell
14,523
-1,595
-10% -$21K 0.03% 284
2024
Q1 		$226K Buy
16,118
+568
+4% +$7.83K 0.04% 261
2023
Q4 		$209K Buy
15,550
+2,215
+17% +$28.4K 0.04% 256
2023
Q3 		$171K Buy
+13,335
New +$161K 0.04% 234

Other funds holding KT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return