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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
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

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

Pinnacle Wealth Planning Services's KGS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Kodiak Gas Services (KGS) stake by 7.4% in Q1 2026, buying an estimated $5K and bringing the position to 1,500 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #868.

Pinnacle Wealth Planning Services first reported a position in KGS in Q4 2025 and has held it in 2 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,500 shares of Kodiak Gas Services worth $87.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 103 Kodiak Gas Services shares in Q1 2026, an estimated $5K.
  • Kodiak Gas Services made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #868 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kodiak Gas Services in Q4 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.