Gen-Wealth Partners’s Klaviyo KVYO Stock Holding History

Gen-Wealth Partners’s Portfolio KVYO Stock Details KVYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,855	Closed	-$71.6K	–	664
2024 Q3	$71.6K	Buy	+1,855	New	+$53.8K	0.03%	349

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Gen-Wealth Partners's KVYO Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Klaviyo (KVYO) in Q4 2024, closing a stake of 1,855 shares — an estimated $71.6K sold.

Gen-Wealth Partners first reported a position in KVYO in Q3 2024 and held it in 1 quarter. The position peaked at $71.6K in Q3 2024. 183 funds tracked by Wall St. Rank hold KVYO as of Q4 2024.

Gen-Wealth Partners reported no remaining Klaviyo position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 1,855 Klaviyo shares in Q4 2024, an estimated $71.6K.
Gen-Wealth Partners first reported a position in Klaviyo in Q3 2024 and held it in 1 quarter.
Gen-Wealth Partners's Klaviyo position peaked at $71.6K in Q3 2024.
183 funds tracked by Wall St. Rank held Klaviyo as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.