True Wealth Design’s Kodiak Gas Services KGS Stock Holding History

True Wealth Design’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
2026 Q3	$4.13K	Hold	78	–	–	﹤0.01%	1412
2026 Q2	$5.86K	Hold	78	–	–	﹤0.01%	1270
2026 Q1	$4.55K	Hold	78	–	–	﹤0.01%	1241
2025 Q4	$2.92K	Sell	78 -1	-1%	-$35	﹤0.01%	1305
2025 Q3	$2.92K	Buy	+79	New	+$2.67K	﹤0.01%	1321
2025 Q2	–	Sell	-5	Closed	-$187	–	2705
2025 Q1	$187	Buy	+5	New	+$213	﹤0.01%	1988

Other funds holding KGS

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

True Wealth Design held its Kodiak Gas Services (KGS) position steady in Q3 2026 at 78 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

True Wealth Design first reported a position in KGS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.86K in Q2 2026. 20 funds tracked by Wall St. Rank hold KGS as of Q3 2026.

True Wealth Design held 78 shares of Kodiak Gas Services worth $4.13K as of Q3 2026.
True Wealth Design left its Kodiak Gas Services share count unchanged in Q3 2026.
Kodiak Gas Services made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1412 holding.
True Wealth Design first reported a position in Kodiak Gas Services in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Kodiak Gas Services position peaked at $5.86K in Q2 2026.
20 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2026.

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