Covestor’s Kolibri Global Energy KGEI Stock Holding History

Covestor’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	$1K	Sell	171 -51	-23%	-$215	﹤0.01%	2068
2025 Q4	$1K	Sell	222 -46	-17%	-$200	﹤0.01%	2089
2025 Q3	$1K	Buy	+268	New	+$1.56K	﹤0.01%	2108

Other funds holding KGEI

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Covestor's KGEI Position: Q1 2026 in Review

Covestor reduced its Kolibri Global Energy (KGEI) stake by 23% in Q1 2026, selling an estimated $215 and leaving 171 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Covestor 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.

Covestor held 171 shares of Kolibri Global Energy worth $1K as of Q1 2026.
Covestor sold 51 Kolibri Global Energy shares in Q1 2026, an estimated $215.
Kolibri Global Energy made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2068 holding.
Covestor 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 Covestor's 13F filing for Q1 2026, filed 5 May 2026.