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Geneos Wealth Management’s KKR & Co KKR Stock Holding History

Geneos Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 Sell
199
-5
-2% -$585 ﹤0.01% 1896
2025
Q1 		$58.5K Sell
204
-13
-6% -$1.79K ﹤0.01% 1835
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Geneos Wealth Management reduced its KKR & Co (KKR) stake by 5.6% in Q1 2026, selling an estimated $211 and leaving 34 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Geneos Wealth Management first reported a position in KKR in Q3 2018 and has held it in 31 quarters since. The position peaked at $489K in Q2 2022. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • Geneos Wealth Management held 34 shares of KKR & Co worth $3.16K as of Q1 2026.
  • Geneos Wealth Management sold 2 KKR & Co shares in Q1 2026, an estimated $211.
  • KKR & Co made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2245 holding.
  • Geneos Wealth Management first reported a position in KKR & Co in Q3 2018 and has held it in 31 quarters since.
  • Geneos Wealth Management's KKR & Co position peaked at $489K in Q2 2022.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

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