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Gilpin Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Gilpin Wealth Management’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.7K Hold
1,372
– – 0.01% 284
2026
Q2 		$19K Hold
1,372
– – 0.01% 272
2026
Q1 		$19.6K Hold
1,372
– – 0.02% 250
2025
Q4 		$17K Buy
+1,372
New +$16.4K 0.01% 253

Other funds holding KYN

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Gilpin Wealth Management's KYN Position: Q3 2026 in Review

Gilpin Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 1,372 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #284.

Gilpin Wealth Management first reported a position in KYN in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.6K in Q1 2026. 9 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

  • Gilpin Wealth Management held 1,372 shares of Kayne Anderson Energy Infrastructure Fund worth $18.7K as of Q3 2026.
  • Gilpin Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
  • Kayne Anderson Energy Infrastructure Fund made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #284 holding.
  • Gilpin Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $19.6K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.