Creative Planning
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Creative Planning’s Kodiak Gas Services KGS Stock Holding History

Creative Planning’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 		$1.83M Buy
31,387
+6,492
+26% +$315K ﹤0.01% 1966
2025
Q4 		$931K Buy
24,895
+2,086
+9% +$73.8K ﹤0.01% 2332
2025
Q3 		$843K Buy
22,809
+1,571
+7% +$53K ﹤0.01% 2280
2025
Q2 		$728K Buy
21,238
+3,261
+18% +$113K ﹤0.01% 2122
2025
Q1 		$671K Buy
17,977
+2,362
+15% +$101K ﹤0.01% 2042
2024
Q4 		$638K Buy
+15,615
New +$565K ﹤0.01% 2007

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

Creative Planning's KGS Position: Q1 2026 in Review

Creative Planning increased its Kodiak Gas Services (KGS) stake by 26% in Q1 2026, buying an estimated $315K and bringing the position to 31,387 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Creative Planning first reported a position in KGS in Q4 2024 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Creative Planning held 31,387 shares of Kodiak Gas Services worth $1.83M as of Q1 2026.
  • Creative Planning bought 6,492 Kodiak Gas Services shares in Q1 2026, an estimated $315K.
  • Kodiak Gas Services made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1966 holding.
  • Creative Planning first reported a position in Kodiak Gas Services in Q4 2024 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.