GeoWealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$588K Sell
18,399
-1,328
-7% -$42.8K 0.02% 465
2026
Q1
$661K Sell
19,727
-1,833
-9% -$57.3K 0.02% 405
2025
Q4
$593K Buy
21,560
+1,919
+10% +$51.8K 0.02% 399
2025
Q3
$556K Sell
19,641
-905
-4% -$24.8K 0.02% 424
2025
Q2
$604K Buy
20,546
+186
+0.9% +$5.11K 0.02% 361
2025
Q1
$581K Sell
20,360
-2,407
-11% -$66.6K 0.02% 390
2024
Q4
$624K Sell
22,767
-1,950
-8% -$50.8K 0.02% 415
2024
Q3
$546K Sell
24,717
-2,194
-8% -$46.2K 0.02% 450
2024
Q2
$535K Buy
26,911
+4,610
+21% +$87.9K 0.02% 412
2024
Q1
$409K Sell
22,301
-6,871
-24% -$120K 0.02% 490
2023
Q4
$516K Buy
29,172
+20,098
+221% +$343K 0.04% 330
2023
Q3
$151K Buy
9,074
+135
+2% +$2.33K 0.02% 307
2023
Q2
$154K Hold
8,939
0.02% 260
2023
Q1
$158K Sell
8,939
-1,884
-17% -$33.5K 0.02% 221
2022
Q4
$196K Sell
10,823
-7,508
-41% -$135K 0.02% 245
2022
Q3
$305K Sell
18,331
-1,378
-7% -$24.5K 0.03% 197
2022
Q2
$331K Buy
19,709
+1,227
+7% +$23K 0.04% 202
2022
Q1
$349K Buy
+18,482
New +$325K 0.03% 247

Other funds holding KMI

GeoWealth Management's KMI Position: Q2 2026 in Review

GeoWealth Management reduced its Kinder Morgan (KMI) stake by 6.7% in Q2 2026, selling an estimated $42.8K and leaving 18,399 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #465.

GeoWealth Management first reported a position in KMI in Q1 2022 and has held it in 18 quarters since. The position peaked at $661K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • GeoWealth Management held 18,399 shares of Kinder Morgan worth $588K as of Q2 2026.
  • GeoWealth Management sold 1,328 Kinder Morgan shares in Q2 2026, an estimated $42.8K.
  • Kinder Morgan made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #465 holding.
  • GeoWealth Management first reported a position in Kinder Morgan in Q1 2022 and has held it in 18 quarters since.
  • GeoWealth Management's Kinder Morgan position peaked at $661K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.