GWM
KD icon

Geneos Wealth Management’s Kyndryl KD Stock Holding History

Geneos Wealth Management’s Portfolio KD Stock Details KD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.2K Hold
1,386
– – ﹤0.01% 1809
2025
Q4 		$36.8K Sell
1,386
-48
-3% -$1.3K ﹤0.01% 1506
2025
Q3 		$43.1K Sell
1,434
-53
-4% -$1.82K ﹤0.01% 1442
2025
Q2 		$62.4K Sell
1,487
-916
-38% -$33.1K ﹤0.01% 1454
2025
Q1 		$75.4K Buy
2,403
+1,382
+135% +$51.8K ﹤0.01% 1705
2024
Q4 		$35.3K Sell
1,021
-60
-6% -$1.75K ﹤0.01% 1457
2024
Q3 		$24.8K Buy
1,081
+11
+1% +$268 ﹤0.01% 1483
2024
Q2 		$28.2K Buy
1,070
+10
+0.9% +$240 ﹤0.01% 1249
2024
Q1 		$23.1K Buy
1,060
+69
+7% +$1.47K ﹤0.01% 1310
2023
Q4 		$20.6K Sell
991
-2
-0.2% -$34 ﹤0.01% 1342
2023
Q3 		$15K Sell
993
-62
-6% -$919 ﹤0.01% 1458
2023
Q2 		$14K Buy
1,055
+27
+3% +$365 ﹤0.01% 1482
2023
Q1 		$15.2K Sell
1,028
-552
-35% -$7.83K ﹤0.01% 1431
2022
Q4 		$17.6K Sell
1,580
-36
-2% -$362 ﹤0.01% 1369
2022
Q3 		$13K Sell
1,616
-2,912
-64% -$30.3K ﹤0.01% 1448
2022
Q2 		$45K Sell
4,528
-190
-4% -$2.21K ﹤0.01% 1326
2022
Q1 		$61K Buy
+4,718
New +$71K ﹤0.01% 1291

Other funds holding KD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Geneos Wealth Management's KD Position: Q1 2026 in Review

Geneos Wealth Management held its Kyndryl (KD) position steady in Q1 2026 at 1,386 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Geneos Wealth Management first reported a position in KD in Q1 2022 and has held it in 17 quarters since. The position peaked at $75.4K in Q1 2025. 660 funds tracked by Wall St. Rank hold KD as of Q1 2026.

  • Geneos Wealth Management held 1,386 shares of Kyndryl worth $18.2K as of Q1 2026.
  • Geneos Wealth Management left its Kyndryl share count unchanged in Q1 2026.
  • Kyndryl made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1809 holding.
  • Geneos Wealth Management first reported a position in Kyndryl in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Kyndryl position peaked at $75.4K in Q1 2025.
  • 660 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.