Ellevest Inc’s Kodiak Gas Services KGS Stock Holding History

Ellevest Inc’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
2025 Q3	–	Sell	-6,662	Closed	-$228K	–	450
2025 Q2	$228K	Buy	+6,662	New	+$231K	0.04%	349
2025 Q1	–	Sell	-5,236	Closed	-$214K	–	424
2024 Q4	$214K	Buy	+5,236	New	+$189K	0.01%	383

Other funds holding KGS

EFM

EQT Fund Management Luxembourg $1.02B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ellevest Inc's KGS Position: Q3 2025 in Review

Ellevest Inc sold out of Kodiak Gas Services (KGS) in Q3 2025, closing a stake of 6,662 shares — an estimated $228K sold.

Ellevest Inc first reported a position in KGS in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 253 funds tracked by Wall St. Rank hold KGS as of Q3 2025.

Ellevest Inc reported no remaining Kodiak Gas Services position as of Q3 2025 after selling out during the quarter.
Ellevest Inc sold 6,662 Kodiak Gas Services shares in Q3 2025, an estimated $228K.
Ellevest Inc first reported a position in Kodiak Gas Services in Q4 2024 and held it in 2 quarters.
Ellevest Inc's Kodiak Gas Services position peaked at $228K in Q2 2025.
253 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2025.

Based on Ellevest Inc's 13F filing for Q3 2025, filed 14 Nov 2025.