PWP
KGEI

Pursue Wealth Partners’s Kolibri Global Energy KGEI Stock Holding History

Pursue Wealth Partners’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
2025
Q4 		– Sell
-16,750
Closed -$93K – 110
2025
Q3 		$93K Buy
+16,750
New +$97.5K 0.05% 109

Other funds holding KGEI

TAM
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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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pursue Wealth Partners's KGEI Position: Q4 2025 in Review

Pursue Wealth Partners sold out of Kolibri Global Energy (KGEI) in Q4 2025, closing a stake of 16,750 shares — an estimated $93K sold.

Pursue Wealth Partners first reported a position in KGEI in Q3 2025 and held it in 1 quarter. The position peaked at $93K in Q3 2025. 58 funds tracked by Wall St. Rank hold KGEI as of Q4 2025.

  • Pursue Wealth Partners reported no remaining Kolibri Global Energy position as of Q4 2025 after selling out during the quarter.
  • Pursue Wealth Partners sold 16,750 Kolibri Global Energy shares in Q4 2025, an estimated $93K.
  • Pursue Wealth Partners first reported a position in Kolibri Global Energy in Q3 2025 and held it in 1 quarter.
  • Pursue Wealth Partners's Kolibri Global Energy position peaked at $93K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.