Root Financial Partners’s Kolibri Global Energy KGEI Stock Holding History

Root Financial 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
2026 Q3	$396	Buy	+64	New	+$367	﹤0.01%	3303

Other funds holding KGEI

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners's KGEI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kolibri Global Energy (KGEI) in Q3 2026: 64 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #3303 among its holdings.

12 funds tracked by Wall St. Rank hold KGEI as of Q3 2026.

Root Financial Partners held 64 shares of Kolibri Global Energy worth $396 as of Q3 2026.
Kolibri Global Energy was a new Root Financial Partners position in Q3 2026.
Kolibri Global Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3303 holding.
12 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.