GeoWealth Management’s KKR & Co KKR Stock Holding History

GeoWealth 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
2025 Q2	$230K	Sell
2025 Q1	$206K	Sell
2024 Q4	$311K	Buy
2024 Q3	$268K	Buy
2024 Q2	$180K	Buy
2024 Q1	$162K	Buy
2023 Q4	$1K	Buy