IWC
KGEI

Integrated Wealth Concepts’s Kolibri Global Energy KGEI Stock Holding History

Integrated Wealth Concepts’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 		$515 Buy
+103
New +$550 ﹤0.01% 5642

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Integrated Wealth Concepts's KGEI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Kolibri Global Energy (KGEI) in Q2 2026: 103 shares worth $515. The stake represents ﹤0.01% of the portfolio and ranks #5642 among its holdings.

83 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • Integrated Wealth Concepts held 103 shares of Kolibri Global Energy worth $515 as of Q2 2026.
  • Kolibri Global Energy was a new Integrated Wealth Concepts position in Q2 2026.
  • Kolibri Global Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5642 holding.
  • 83 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.