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Private Wealth Management Group’s Kodiak Gas Services KGS Stock Holding History

Private Wealth Management Group’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
2025
Q3 		– Sell
-35
Closed -$1.2K – 1512
2025
Q2 		$1.2K Buy
+35
New +$1.21K ﹤0.01% 1217
2025
Q1 		– Sell
-36
Closed -$1.47K – 1536
2024
Q4 		$1.47K Buy
+36
New +$1.3K ﹤0.01% 1204

Other funds holding KGS

EFM
EQT Fund Management Luxembourg $1.02B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Private Wealth Management Group's KGS Position: Q3 2025 in Review

Private Wealth Management Group sold out of Kodiak Gas Services (KGS) in Q3 2025, closing a stake of 35 shares — an estimated $1.2K sold.

Private Wealth Management Group first reported a position in KGS in Q4 2024 and held it in 2 quarters. The position peaked at $1.47K in Q4 2024. 253 funds tracked by Wall St. Rank hold KGS as of Q3 2025.

  • Private Wealth Management Group reported no remaining Kodiak Gas Services position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 35 Kodiak Gas Services shares in Q3 2025, an estimated $1.2K.
  • Private Wealth Management Group first reported a position in Kodiak Gas Services in Q4 2024 and held it in 2 quarters.
  • Private Wealth Management Group's Kodiak Gas Services position peaked at $1.47K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.