Envestnet Portfolio Solutions
KGEI

Envestnet Portfolio Solutions’s Kolibri Global Energy KGEI Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$293K Buy
+58,927
New +$315K ﹤0.01% 1195

Other funds holding KGEI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Envestnet Portfolio Solutions's KGEI Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Kolibri Global Energy (KGEI) in Q2 2026: 58,927 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings.

6 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • Envestnet Portfolio Solutions held 58,927 shares of Kolibri Global Energy worth $293K as of Q2 2026.
  • Kolibri Global Energy was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Kolibri Global Energy made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1195 holding.
  • 6 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.