MHS
KGEI

M Holdings Securities’s Kolibri Global Energy KGEI Stock Holding History

M Holdings Securities’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
Q1 		$316K Buy
+58,927
New +$248K 0.02% 275

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

M Holdings Securities's KGEI Position: Q1 2026 in Review

M Holdings Securities opened a new position in Kolibri Global Energy (KGEI) in Q1 2026: 58,927 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

63 funds tracked by Wall St. Rank hold KGEI as of Q1 2026.

  • M Holdings Securities held 58,927 shares of Kolibri Global Energy worth $316K as of Q1 2026.
  • Kolibri Global Energy was a new M Holdings Securities position in Q1 2026.
  • Kolibri Global Energy made up 0.02% of M Holdings Securities's portfolio in Q1 2026, its #275 holding.
  • 63 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.