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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
Q2 		$16.2K Buy
1,429
+43
+3% +$536 ﹤0.01% 1866
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 Buy
1,487
+570
+62% +$20.6K ﹤0.01% 1454
2025
Q1 		$28.8K Sell
917
-104
-10% -$3.9K ﹤0.01% 1757
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geneos Wealth Management's KD Position: Q2 2026 in Review

Geneos Wealth Management increased its Kyndryl (KD) stake by 3.1% in Q2 2026, buying an estimated $536 and bringing the position to 1,429 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Geneos Wealth Management first reported a position in KD in Q1 2022 and has held it in 18 quarters since. The position peaked at $62.4K in Q2 2025. 676 funds tracked by Wall St. Rank hold KD as of Q2 2026.

  • Geneos Wealth Management held 1,429 shares of Kyndryl worth $16.2K as of Q2 2026.
  • Geneos Wealth Management bought 43 Kyndryl shares in Q2 2026, an estimated $536.
  • Kyndryl made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1866 holding.
  • Geneos Wealth Management first reported a position in Kyndryl in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's Kyndryl position peaked at $62.4K in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Kyndryl as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.