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High Note Wealth’s Kodiak Gas Services KGS Stock Holding History

High Note Wealth’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.85K Buy
+66
New +$3.2K ﹤0.01% 638
2025
Q4 		– Sell
-48
Closed -$1.77K – 953
2025
Q3 		$1.77K Buy
+48
New +$1.62K ﹤0.01% 709

Other funds holding KGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

High Note Wealth's KGS Position: Q1 2026 in Review

High Note Wealth opened a new position in Kodiak Gas Services (KGS) in Q1 2026: 66 shares worth $3.85K. The stake represents ﹤0.01% of the portfolio and ranks #638 among its holdings. This is a return to the name: High Note Wealth previously reported a position in KGS as recently as Q3 2025.

High Note Wealth first reported a position in KGS in Q3 2025 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • High Note Wealth held 66 shares of Kodiak Gas Services worth $3.85K as of Q1 2026.
  • Kodiak Gas Services was a new High Note Wealth position in Q1 2026.
  • Kodiak Gas Services made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #638 holding.
  • High Note Wealth first reported a position in Kodiak Gas Services in Q3 2025 and has held it in 2 quarters since.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.