Farther Finance Advisors’s Kolibri Global Energy KGEI Stock Holding History

Farther Finance Advisors’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	$84.5K	Buy	16,972 +12,827	+309%	+$68.5K	﹤0.01%	2844
2026 Q1	$21.1K	Buy	4,145 +1	+0%	+$4	﹤0.01%	3623
2025 Q4	$16.3K	Hold	4,144	–	–	﹤0.01%	3576
2025 Q3	$23K	Hold	4,144	–	–	﹤0.01%	2948
2025 Q2	$28.4K	Buy	+4,144	New	+$28.5K	﹤0.01%	2455

Other funds holding KGEI

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Farther Finance Advisors's KGEI Position: Q2 2026 in Review

Farther Finance Advisors increased its Kolibri Global Energy (KGEI) stake by 309% in Q2 2026, buying an estimated $68.5K and bringing the position to 16,972 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Farther Finance Advisors first reported a position in KGEI in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

Farther Finance Advisors held 16,972 shares of Kolibri Global Energy worth $84.5K as of Q2 2026.
Farther Finance Advisors bought 12,827 Kolibri Global Energy shares in Q2 2026, an estimated $68.5K.
Kolibri Global Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2844 holding.
Farther Finance Advisors first reported a position in Kolibri Global Energy in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.