Position in KKR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,937,969
-$22,678 QoQ
Shares Held
32,011
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#427
of 1,265 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $10,131,639 across 10 Asset Management names. KKR ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,281 | $3,154,878 | |
| 2 | KKR |
KKR & Co. Inc.
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|
32,011 | $2,937,969 | |
| 3 | BX |
Blackstone Inc.
|
7,342 | $863,933 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,859 | $811,488 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,481 | $679,423 | |
| 6 | NAN |
Nuveen New York Quality Municipal Income Fund
|
49,552 | $581,244 | |
| 7 | ARES |
Ares Management Corp
|
3,974 | $442,345 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
19,116 | $328,221 |
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,937,969 | 32,011 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,960,647 | 32,007 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,255,792 | 33,384 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,169,021 | 39,777 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,314,056 | 17,395 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||