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Genesis Private Wealth’s KKR & Co KKR Stock Holding History

Genesis Private Wealth’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
Q2 		– Sell
-3,443
Closed -$318K – 197
2026
Q1 		$318K Buy
3,443
+307
+10% +$32.4K 0.1% 119
2025
Q4 		$400K Sell
3,136
-1,193
-28% -$148K 0.12% 101
2025
Q3 		$563K Sell
4,329
-175
-4% -$24.8K 0.24% 57
2025
Q2 		$599K Buy
4,504
+376
+9% +$44K 0.28% 48
2025
Q1 		$477K Buy
4,128
+374
+10% +$51.5K 0.25% 53
2024
Q4 		$555K Buy
+3,754
New +$551K 0.31% 44

Other funds holding KKR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Genesis Private Wealth's KKR Position: Q2 2026 in Review

Genesis Private Wealth sold out of KKR & Co (KKR) in Q2 2026, closing a stake of 3,443 shares — an estimated $318K sold.

Genesis Private Wealth first reported a position in KKR in Q4 2024 and held it in 6 quarters. The position peaked at $599K in Q2 2025. 231 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Genesis Private Wealth reported no remaining KKR & Co position as of Q2 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 3,443 KKR & Co shares in Q2 2026, an estimated $318K.
  • Genesis Private Wealth first reported a position in KKR & Co in Q4 2024 and held it in 6 quarters.
  • Genesis Private Wealth's KKR & Co position peaked at $599K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.