Geneos Wealth Management Inc. Kkr & Co. Inc. Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

A detailed history of Geneos Wealth Management Inc. transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 181 shares of KKR stock, worth $28,538. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181

Previous 19 852.63%

Holding current value

$28,538

Previous $1,000 2200.0%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$104.51 - $133.23 $16,930 - $21,583	162 Added 852.63%	181 $23,000
Q1 2024 May 03, 2024	SELL	$79.89 - $101.64 $42,900 - $54,580	-537 Reduced 96.58%	19 $1,000
Q4 2023 Jan 26, 2024	BUY	$54.1 - $84.69 $1,027 - $1,609	19 Added 3.54%	556 $46,000
Q2 2023 Aug 08, 2023	SELL	$47.79 - $58.61 $396,322 - $486,052	-8,293 Reduced 93.92%	537 $30,000
Q1 2023 Apr 25, 2023	SELL	$46.69 - $59.1 $25,305 - $32,032	-542 Reduced 5.78%	8,830 $463,000
Q3 2022 Nov 14, 2022	SELL	$19.95 - $55.46 $21,984 - $61,116	-1,102 Reduced 10.52%	9,372 $402,000
Q2 2022 Jul 22, 2022	BUY	$45.06 - $59.94 $422,302 - $561,757	9,372 Added 850.45%	10,474 $484,000
Q3 2021 Nov 09, 2021	BUY	$57.37 - $67.58 $57,370 - $67,580	1,000 Added 980.39%	1,102 $67,000
Q4 2020 May 19, 2021	SELL	$34.15 - $40.49 $67,787 - $80,372	-1,985 Reduced 95.11%	102 $4,000
Q3 2020 Sep 07, 2021	SELL	$30.8 - $37.01 $13,767 - $16,543	-447 Reduced 17.64%	2,087 $70,000
Q2 2020 Sep 07, 2021	SELL	$21.84 - $31.8 $196,822 - $286,581	-9,012 Reduced 78.05%	2,534 $74,000
Q1 2020 Sep 07, 2021	BUY	$18.5 - $33.93 $172,679 - $316,702	9,334 Added 421.97%	11,546 $283,000
Q3 2019 Sep 07, 2021	SELL	$23.98 - $29.6 $6,594 - $8,140	-275 Reduced 11.06%	2,212 $60,000
Q2 2019 Sep 07, 2021	SELL	$22.28 - $25.27 $19,227 - $21,808	-863 Reduced 25.76%	2,487 $62,000
Q4 2018 Sep 07, 2021	SELL	$18.68 - $28.03 $29,103 - $43,670	-1,558 Reduced 31.74%	3,350 $65,000
Q3 2018 Sep 07, 2021	BUY	$25.1 - $28.25 $123,190 - $138,651	4,908 New	4,908 $133,000

Others Institutions Holding KKR

# of Institutions

1,274

Shares Held

508M

Call Options Held

4.47M

Put Options Held

4.52M

View Full List

About KKR & Co. Inc.

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $136B
Description
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm conside...

More about KKR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Kkr & Co. Inc. Transaction History