True Wealth Design
KGEI icon

True Wealth Design’s Kolibri Global Energy KGEI Stock Holding History

True Wealth Design’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 		$44 Buy
7
+2
+40% +$11 ﹤0.01% 2520
2026
Q2 		$25 Buy
+5
New +$27 ﹤0.01% 2626

Other funds holding KGEI

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's KGEI Position: Q3 2026 in Review

True Wealth Design increased its Kolibri Global Energy (KGEI) stake by 40% in Q3 2026, buying an estimated $11 and bringing the position to 7 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

True Wealth Design first reported a position in KGEI in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold KGEI as of Q3 2026.

  • True Wealth Design held 7 shares of Kolibri Global Energy worth $44 as of Q3 2026.
  • True Wealth Design bought 2 Kolibri Global Energy shares in Q3 2026, an estimated $11.
  • Kolibri Global Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2520 holding.
  • True Wealth Design first reported a position in Kolibri Global Energy in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.