GC
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Garde Capital’s Kinder Morgan KMI Stock Holding History

Garde Capital’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-713
Closed -$21K – 544
2025
Q2 		$21K Buy
713
+7
+1% +$192 ﹤0.01% 432
2025
Q1 		$20.1K Buy
+706
New +$19.5K ﹤0.01% 425
2021
Q2 		– Sell
-7,700
Closed -$128K – 278
2021
Q1 		$128K Buy
+7,700
New +$118K 0.01% 226
2015
Q3 		– Sell
-10,299
Closed -$395K – 145
2015
Q2 		$395K Buy
10,299
+118
+1% +$4.93K 0.12% 106
2015
Q1 		$428K Buy
+10,181
New +$422K 0.13% 103

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State Street
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Geode Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return