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Geneos Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Geneos Wealth Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,828
Closed -$23K – 2853
2025
Q2 		$23K Buy
+1,828
New +$21.9K ﹤0.01% 1969
2024
Q4 		– Sell
-40
Closed -$590 – 2930
2024
Q3 		$590 Buy
+40
New +$571 ﹤0.01% 2530

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geneos Wealth Management's KIO Position: Q3 2025 in Review

Geneos Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q3 2025, closing a stake of 1,828 shares — an estimated $23K sold.

Geneos Wealth Management first reported a position in KIO in Q3 2024 and held it in 2 quarters. The position peaked at $23K in Q2 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q3 2025.

  • Geneos Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,828 KKR Income Opportunities Fund shares in Q3 2025, an estimated $23K.
  • Geneos Wealth Management first reported a position in KKR Income Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Geneos Wealth Management's KKR Income Opportunities Fund position peaked at $23K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.