GWM
KW

Geneos Wealth Management’s Kennedy-Wilson Holdings KW Stock Holding History

Geneos Wealth Management’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-780
Closed -$6.77K – 3184
2025
Q1 		$6.77K Buy
780
+710
+1,014% +$6.47K ﹤0.01% 2679
2024
Q4 		$699 Hold
70
– – ﹤0.01% 2840
2024
Q3 		$774 Buy
+70
New +$742 ﹤0.01% 2489
2022
Q2 		– Sell
-21
Closed – – 2694
2022
Q1 		$0 Buy
+21
New +$483 ﹤0.01% 2879

Other funds holding KW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Geneos Wealth Management's KW Position: Q2 2025 in Review

Geneos Wealth Management sold out of Kennedy-Wilson Holdings (KW) in Q2 2025, closing a stake of 780 shares — an estimated $6.77K sold.

Geneos Wealth Management first reported a position in KW in Q1 2022 and held it in 4 quarters. The position peaked at $6.77K in Q1 2025. 224 funds tracked by Wall St. Rank hold KW as of Q2 2025.

  • Geneos Wealth Management reported no remaining Kennedy-Wilson Holdings position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 780 Kennedy-Wilson Holdings shares in Q2 2025, an estimated $6.77K.
  • Geneos Wealth Management first reported a position in Kennedy-Wilson Holdings in Q1 2022 and held it in 4 quarters.
  • Geneos Wealth Management's Kennedy-Wilson Holdings position peaked at $6.77K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.