Carson Wealth (CWM LLC)
KGS icon

Carson Wealth (CWM LLC)’s Kodiak Gas Services KGS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Buy
17,762
+201
+1% +$9.76K ﹤0.01% 1517
2025
Q4 		$657K Sell
17,561
-223
-1% -$7.88K ﹤0.01% 1755
2025
Q3 		$657K Buy
17,784
+2,980
+20% +$101K ﹤0.01% 1641
2025
Q2 		$507K Buy
14,804
+608
+4% +$21K ﹤0.01% 1586
2025
Q1 		$530K Buy
14,196
+260
+2% +$11.1K ﹤0.01% 1420
2024
Q4 		$569K Buy
13,936
+12,903
+1,249% +$467K ﹤0.01% 1331
2024
Q3 		$30K Buy
1,033
+157
+18% +$4.32K ﹤0.01% 3095
2024
Q2 		$24K Buy
876
+82
+10% +$2.23K ﹤0.01% 2995
2024
Q1 		$22K Sell
794
-2
-0.3% -$48 ﹤0.01% 2828
2023
Q4 		$16K Buy
+796
New +$14.3K ﹤0.01% 2911

Other funds holding KGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kodiak Gas Services (KGS) stake by 1.1% in Q1 2026, buying an estimated $9.76K and bringing the position to 17,762 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Carson Wealth (CWM LLC) first reported a position in KGS in Q4 2023 and has held it in 10 quarters since. 328 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,762 shares of Kodiak Gas Services worth $1.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 201 Kodiak Gas Services shares in Q1 2026, an estimated $9.76K.
  • Kodiak Gas Services made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1517 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kodiak Gas Services in Q4 2023 and has held it in 10 quarters since.
  • 328 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

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