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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
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

AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CPM
Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

True Wealth Design held its Kodiak Gas Services (KGS) position steady in Q2 2026 at 78 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

True Wealth Design first reported a position in KGS in Q1 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • True Wealth Design held 78 shares of Kodiak Gas Services worth $5.86K as of Q2 2026.
  • True Wealth Design left its Kodiak Gas Services share count unchanged in Q2 2026.
  • Kodiak Gas Services made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1270 holding.
  • True Wealth Design first reported a position in Kodiak Gas Services in Q1 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

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