Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,960,647
-$1,295,145 QoQ
Shares Held
32,007
-4.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GC Wealth Management RIA, LLC holds $10,626,474 across 10 Asset Management names. KKR ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,570 | $3,433,304 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
32,007 | $2,960,647 | |
| 3 | BX |
Blackstone Inc.
|
7,393 | $850,121 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,785 | $755,984 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,603 | $712,373 | |
| 6 | NAN |
Nuveen New York Quality Municipal Income Fund
|
49,552 | $552,504 | |
| 7 | DXYZ |
Destiny Tech100 Inc.
|
18,000 | $482,040 | |
| 8 | ARES |
Ares Management Corp
|
3,835 | $418,398 |
All Filings in KKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||