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Chung Wu Investment Group’s Kodiak Gas Services KGS Stock Holding History

Chung Wu Investment Group’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 		$379K Buy
+6,500
New +$316K 0.33% 55
2025
Q3 		– Sell
-300
Closed -$10.3K – 270
2025
Q2 		$10.3K Buy
+300
New +$10.4K 0.01% 201

Other funds holding KGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chung Wu Investment Group's KGS Position: Q1 2026 in Review

Chung Wu Investment Group opened a new position in Kodiak Gas Services (KGS) in Q1 2026: 6,500 shares worth $379K. The stake represents 0.33% of the portfolio and ranks #55 among its holdings. This is a return to the name: Chung Wu Investment Group previously reported a position in KGS as recently as Q2 2025.

Chung Wu Investment Group first reported a position in KGS in Q2 2025 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Chung Wu Investment Group held 6,500 shares of Kodiak Gas Services worth $379K as of Q1 2026.
  • Kodiak Gas Services was a new Chung Wu Investment Group position in Q1 2026.
  • Kodiak Gas Services made up 0.33% of Chung Wu Investment Group's portfolio in Q1 2026, its #55 holding.
  • Chung Wu Investment Group first reported a position in Kodiak Gas Services in Q2 2025 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.