Geneos Wealth Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.67K | Sell |
29
-5
| -15% | -$485 | ﹤0.01% | 2287 |
|
|
2026
Q1 | $3.16K | Sell |
34
-2
| -6% | -$211 | ﹤0.01% | 2245 |
|
|
2025
Q4 | $4.6K | Sell |
36
-28
| -44% | -$3.48K | ﹤0.01% | 2163 |
|
|
2025
Q3 | $8.35K | Sell |
64
-135
| -68% | -$19.2K | ﹤0.01% | 2016 |
|
|
2025
Q2 | $26.5K | Buy |
199
+16
| +9% | +$1.87K | ﹤0.01% | 1896 |
|
|
2025
Q1 | $21.2K | Sell |
183
-34
| -16% | -$4.68K | ﹤0.01% | 1918 |
|
|
2024
Q4 | $32.1K | Buy |
217
+36
| +20% | +$5.28K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $23.6K | Buy |
181
+162
| +853% | +$19.2K | ﹤0.01% | 1503 |
|
|
2024
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 1887 |
|
|
2024
Q1 | $1.91K | Sell |
19
-537
| -97% | -$49.4K | ﹤0.01% | 1908 |
|
|
2023
Q4 | $46.1K | Buy |
556
+19
| +4% | +$1.29K | ﹤0.01% | 1093 |
|
|
2023
Q3 | $33.1K | Hold |
537
| – | – | ﹤0.01% | 1199 |
|
|
2023
Q2 | $30.1K | Sell |
537
-8,293
| -94% | -$434K | ﹤0.01% | 1245 |
|
|
2023
Q1 | $464K | Sell |
8,830
-542
| -6% | -$29.1K | 0.03% | 457 |
|
|
2022
Q4 | $435K | Hold |
9,372
| – | – | 0.03% | 449 |
|
|
2022
Q3 | $402K | Sell |
9,372
-1,102
| -11% | -$55.7K | 0.03% | 438 |
|
|
2022
Q2 | $489K | Buy |
10,474
+9,372
| +850% | +$492K | 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% | +$62.8K | ﹤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% | -$75K | ﹤0.01% | 2543 |
|
|
2020
Q3 | $70K | Sell |
2,087
-447
| -18% | -$15.6K | ﹤0.01% | 1094 |
|
|
2020
Q2 | $74K | Sell |
2,534
-9,012
| -78% | -$242K | ﹤0.01% | 1047 |
|
|
2020
Q1 | $283K | Buy |
11,546
+9,334
| +422% | +$268K | 0.02% | 513 |
|
|
2019
Q4 | $64K | Hold |
2,212
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q3 | $60K | Sell |
2,212
-275
| -11% | -$7.25K | ﹤0.01% | 1096 |
|
|
2019
Q2 | $62K | Sell |
2,487
-863
| -26% | -$20.7K | ﹤0.01% | 1092 |
|
|
2019
Q1 | $78K | Hold |
3,350
| – | – | 0.01% | 956 |
|
|
2018
Q4 | $65K | Sell |
3,350
-1,558
| -32% | -$35.6K | ﹤0.01% | 985 |
|
|
2018
Q3 | $133K | Buy |
+4,908
| New | +$131K | 0.01% | 788 |
|
Other funds holding KKR
Geneos Wealth Management's KKR Position: Q2 2026 in Review
Geneos Wealth Management reduced its KKR & Co (KKR) stake by 15% in Q2 2026, selling an estimated $485 and leaving 29 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.
Geneos Wealth Management first reported a position in KKR in Q3 2018 and has held it in 32 quarters since. The position peaked at $489K in Q2 2022. 1,285 funds tracked by Wall St. Rank hold KKR as of Q2 2026.
- Geneos Wealth Management held 29 shares of KKR & Co worth $2.67K as of Q2 2026.
- Geneos Wealth Management sold 5 KKR & Co shares in Q2 2026, an estimated $485.
- KKR & Co made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2287 holding.
- Geneos Wealth Management first reported a position in KKR & Co in Q3 2018 and has held it in 32 quarters since.
- Geneos Wealth Management's KKR & Co position peaked at $489K in Q2 2022.
- 1,285 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.