Pinnacle Wealth Planning Services
KGS icon

Pinnacle Wealth Planning Services’s Kodiak Gas Services KGS Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$84.5K Buy
1,595
+12
+0.8% +$733 0.01% 965
2026
Q2 		$119K Buy
1,583
+83
+6% +$5.64K 0.01% 776
2026
Q1 		$87.5K Buy
1,500
+103
+7% +$5K 0.01% 868
2025
Q4 		$52.2K Buy
+1,397
New +$49.4K 0.01% 1166

Other funds holding KGS

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Eagle Global Advisors
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Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's KGS Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Kodiak Gas Services (KGS) stake by 0.76% in Q3 2026, buying an estimated $733 and bringing the position to 1,595 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #965.

Pinnacle Wealth Planning Services first reported a position in KGS in Q4 2025 and has held it in 4 quarters since. The position peaked at $119K in Q2 2026. 93 funds tracked by Wall St. Rank hold KGS as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,595 shares of Kodiak Gas Services worth $84.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 12 Kodiak Gas Services shares in Q3 2026, an estimated $733.
  • Kodiak Gas Services made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #965 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kodiak Gas Services in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Kodiak Gas Services position peaked at $119K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.