Essential Partners
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Essential Partners’s Kolibri Global Energy KGEI Stock Holding History

Essential Partners’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
Q3 		$334 Buy
54
+22
+69% +$126 ﹤0.01% 2495
2026
Q2 		$159 Sell
32
-2
-6% -$11 ﹤0.01% 2679
2026
Q1 		$187 Buy
+34
New +$143 ﹤0.01% 2623

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GAMMA Investing
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Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's KGEI Position: Q3 2026 in Review

Essential Partners increased its Kolibri Global Energy (KGEI) stake by 69% in Q3 2026, buying an estimated $126 and bringing the position to 54 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Essential Partners first reported a position in KGEI in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold KGEI as of Q3 2026.

  • Essential Partners held 54 shares of Kolibri Global Energy worth $334 as of Q3 2026.
  • Essential Partners bought 22 Kolibri Global Energy shares in Q3 2026, an estimated $126.
  • Kolibri Global Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2495 holding.
  • Essential Partners first reported a position in Kolibri Global Energy in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.