KFG Wealth Management
DFLI icon

KFG Wealth Management’s Dragonfly Energy DFLI Stock Holding History

KFG Wealth Management’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.9K Hold
3,512
– – ﹤0.01% 217
2026
Q2 		$55.1K Hold
3,512
– – 0.01% 224
2026
Q1 		$48.9K Buy
3,512
+898
+34% +$21K 0.01% 215
2025
Q4 		$64.2K Buy
2,614
+312
+14% +$22.9K 0.01% 212
2025
Q3 		$110K Buy
2,302
+1,060
+85% +$24.3K 0.02% 205
2025
Q2 		$16.3K Buy
1,242
+619
+99% +$23.2K ﹤0.01% 200
2025
Q1 		$48.9K Hold
623
– – 0.01% 188
2024
Q4 		$139K Hold
623
– – 0.03% 182
2024
Q3 		$238K Buy
623
+34
+6% +$16.3K 0.05% 165
2024
Q2 		$359K Buy
589
+160
+37% +$99.2K 0.14% 110
2024
Q1 		$167K Buy
429
+273
+175% +$101K 0.07% 156
2023
Q4 		$61K Buy
156
+119
+322% +$72.2K 0.03% 131
2023
Q3 		$41K Buy
37
+23
+164% +$32.3K 0.02% 127
2023
Q2 		$14.8K Buy
+14
New +$33.4K 0.01% 118

Other funds holding DFLI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
New England Capital Financial Advisors
New England Capital Financial Advisors Meriden, Connecticut $430M AUM 7.57% 1-Year Est. Return

KFG Wealth Management's DFLI Position: Q3 2026 in Review

KFG Wealth Management held its Dragonfly Energy (DFLI) position steady in Q3 2026 at 3,512 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

KFG Wealth Management first reported a position in DFLI in Q2 2023 and has held it in 14 quarters since. The position peaked at $359K in Q2 2024. 5 funds tracked by Wall St. Rank hold DFLI as of Q3 2026.

  • KFG Wealth Management held 3,512 shares of Dragonfly Energy worth $23.9K as of Q3 2026.
  • KFG Wealth Management left its Dragonfly Energy share count unchanged in Q3 2026.
  • Dragonfly Energy made up ﹤0.01% of KFG Wealth Management's portfolio in Q3 2026, its #217 holding.
  • KFG Wealth Management first reported a position in Dragonfly Energy in Q2 2023 and has held it in 14 quarters since.
  • KFG Wealth Management's Dragonfly Energy position peaked at $359K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Dragonfly Energy as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.