Geneos Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Sell |
199
-5
| -2% | -$665 | ﹤0.01% | 1896 |
|
|
2025
Q1 | $58.5K | Sell |
204
-13
| -6% | -$3.73K | ﹤0.01% | 1835 |
|
|
2024
Q4 | $32.1K | Buy |
217
+36
| +20% | +$5.33K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $23.6K | Buy |
181
+162
| +853% | +$21.2K | ﹤0.01% | 1503 |
|
|
2024
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1887 |
|
|
2024
Q1 | $1.91K | Sell |
19
-537
| -97% | -$54K | ﹤0.01% | 1908 |
|
|
2023
Q4 | $46.1K | Buy |
556
+19
| +4% | +$1.57K | ﹤0.01% | 1093 |
|
|
2023
Q3 | $33.1K | Hold |
537
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q2 | $30.1K | Sell |
537
-8,293
| -94% | -$464K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $464K | Sell |
8,830
-542
| -6% | -$28.5K | 0.03% | 457 |
|
|
2022
Q4 | $435K | Hold |
9,372
| – | – | 0.03% | 449 |
|
|
2022
Q3 | $402K | Sell |
9,372
-1,102
| -11% | -$47.3K | 0.03% | 438 |
|
|
2022
Q2 | $489K | Buy |
10,474
+9,372
| +850% | +$438K | 0.02% | 502 |
|
|
2022
Q1 | $64K | Hold |
1,102
| – | – | ﹤0.01% | 1266 |
|
|
2021
Q4 | $82K | Hold |
1,102
| – | – | ﹤0.01% | 1246 |
|
|
2021
Q3 | $67K | Buy |
1,102
+1,000
| +980% | +$60.8K | ﹤0.01% | 1349 |
|
|
2021
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 2386 |
|
|
2021
Q1 | $5K | Hold |
102
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q4 | $4K | Sell |
102
-1,985
| -95% | -$77.8K | ﹤0.01% | 2543 |
|
|
2020
Q3 | $70K | Sell |
2,087
-447
| -18% | -$15K | ﹤0.01% | 1094 |
|
|
2020
Q2 | $74K | Sell |
2,534
-9,012
| -78% | -$263K | ﹤0.01% | 1047 |
|
|
2020
Q1 | $283K | Buy |
11,546
+9,334
| +422% | +$229K | 0.02% | 513 |
|
|
2019
Q4 | $64K | Hold |
2,212
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q3 | $60K | Sell |
2,212
-275
| -11% | -$7.46K | ﹤0.01% | 1096 |
|
|
2019
Q2 | $62K | Sell |
2,487
-863
| -26% | -$21.5K | ﹤0.01% | 1092 |
|
|
2019
Q1 | $78K | Hold |
3,350
| – | – | 0.01% | 956 |
|
|
2018
Q4 | $65K | Sell |
3,350
-1,558
| -32% | -$30.2K | ﹤0.01% | 985 |
|
|
2018
Q3 | $133K | Buy |
+4,908
| New | +$133K | 0.01% | 788 |
|