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Gen-Wealth Partners’s KKR & Co KKR Stock Holding History

Gen-Wealth Partners’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-710
Closed -$82.1K – 654
2025
Q1 		$82.1K Hold
710
– – 0.03% 294
2024
Q4 		$105K Hold
710
– – 0.05% 279
2024
Q3 		$99.5K Hold
710
– – 0.04% 287
2024
Q2 		$74.7K Buy
+710
New +$72.3K 0.04% 327

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gen-Wealth Partners's KKR Position: Q2 2025 in Review

Gen-Wealth Partners sold out of KKR & Co (KKR) in Q2 2025, closing a stake of 710 shares — an estimated $82.1K sold.

Gen-Wealth Partners first reported a position in KKR in Q2 2024 and held it in 4 quarters. The position peaked at $105K in Q4 2024. 1,332 funds tracked by Wall St. Rank hold KKR as of Q2 2025.

  • Gen-Wealth Partners reported no remaining KKR & Co position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 710 KKR & Co shares in Q2 2025, an estimated $82.1K.
  • Gen-Wealth Partners first reported a position in KKR & Co in Q2 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's KKR & Co position peaked at $105K in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held KKR & Co as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.