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Summit Wealth Group (Colorado)’s Kodiak Gas Services KGS Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-7,287
Closed -$1.4M – 361
2025
Q3 		$1.4M Buy
+7,287
New +$246K 0.22% 75

Other funds holding KGS

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Kodiak Gas Services (KGS) in Q4 2025, closing a stake of 7,287 shares — an estimated $1.4M sold.

Summit Wealth Group (Colorado) first reported a position in KGS in Q3 2025 and held it in 1 quarter. The position peaked at $1.4M in Q3 2025. 281 funds tracked by Wall St. Rank hold KGS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Kodiak Gas Services position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,287 Kodiak Gas Services shares in Q4 2025, an estimated $1.4M.
  • Summit Wealth Group (Colorado) first reported a position in Kodiak Gas Services in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Kodiak Gas Services position peaked at $1.4M in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q4 2025.

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