Carson Wealth (CWM LLC)
KGEI

Carson Wealth (CWM LLC)’s Kolibri Global Energy KGEI Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.19K Buy
399
+377
+1,714% +$1.59K ﹤0.01% 5253
2025
Q4 		$0 Sell
22
-42
-66% -$183 ﹤0.01% 5507
2025
Q3 		$0 Buy
+64
New +$373 ﹤0.01% 5413

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

Carson Wealth (CWM LLC)'s KGEI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kolibri Global Energy (KGEI) stake by 1,714% in Q1 2026, buying an estimated $1.59K and bringing the position to 399 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #5253.

Carson Wealth (CWM LLC) first reported a position in KGEI in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 399 shares of Kolibri Global Energy worth $2.19K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 377 Kolibri Global Energy shares in Q1 2026, an estimated $1.59K.
  • Kolibri Global Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5253 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kolibri Global Energy in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.