SWGC
KGEI

Summit Wealth Group (Colorado)’s Kolibri Global Energy KGEI Stock Holding History

Summit Wealth Group (Colorado)’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
-26,346
Closed -$10.5M – 360
2025
Q3 		$10.5M Buy
+26,346
New +$153K 1.63% 13

Other funds holding KGEI

TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
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

Summit Wealth Group (Colorado)'s KGEI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Kolibri Global Energy (KGEI) in Q4 2025, closing a stake of 26,346 shares — an estimated $10.5M sold.

Summit Wealth Group (Colorado) first reported a position in KGEI in Q3 2025 and held it in 1 quarter. The position peaked at $10.5M in Q3 2025. 58 funds tracked by Wall St. Rank hold KGEI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Kolibri Global Energy position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 26,346 Kolibri Global Energy shares in Q4 2025, an estimated $10.5M.
  • Summit Wealth Group (Colorado) first reported a position in Kolibri Global Energy in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Kolibri Global Energy position peaked at $10.5M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.