TWD
KGEI

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
Q2 		$25 Buy
+5
New +$27 ﹤0.01% 2626

Other funds holding KGEI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

True Wealth Design's KGEI Position: Q2 2026 in Review

True Wealth Design opened a new position in Kolibri Global Energy (KGEI) in Q2 2026: 5 shares worth $25. The stake represents ﹤0.01% of the portfolio and ranks #2626 among its holdings.

6 funds tracked by Wall St. Rank hold KGEI as of Q2 2026.

  • True Wealth Design held 5 shares of Kolibri Global Energy worth $25 as of Q2 2026.
  • Kolibri Global Energy was a new True Wealth Design position in Q2 2026.
  • Kolibri Global Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2626 holding.
  • 6 funds tracked by Wall St. Rank held Kolibri Global Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.