AIP
KGEI

Ameritas Investment Partners’s Kolibri Global Energy KGEI Stock Holding History

Ameritas Investment Partners’s Portfolio KGEI Stock Details KGEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.8K Hold
3,601
– – ﹤0.01% 2599
2025
Q4 		$14.2K Hold
3,601
– – ﹤0.01% 2788
2025
Q3 		$20K Hold
3,601
– – ﹤0.01% 2663
2025
Q2 		$24.7K Buy
+3,601
New +$24.8K ﹤0.01% 2563

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Ameritas Investment Partners's KGEI Position: Q1 2026 in Review

Ameritas Investment Partners held its Kolibri Global Energy (KGEI) position steady in Q1 2026 at 3,601 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Ameritas Investment Partners first reported a position in KGEI in Q2 2025 and has held it in 4 quarters since. The position peaked at $24.7K in Q2 2025. 63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

  • Ameritas Investment Partners held 3,601 shares of Kolibri Global Energy worth $19.8K as of Q1 2026.
  • Ameritas Investment Partners left its Kolibri Global Energy share count unchanged in Q1 2026.
  • Kolibri Global Energy made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2599 holding.
  • Ameritas Investment Partners first reported a position in Kolibri Global Energy in Q2 2025 and has held it in 4 quarters since.
  • Ameritas Investment Partners's Kolibri Global Energy position peaked at $24.7K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.