Wealth Enhancement Advisory Services
KGS icon

Wealth Enhancement Advisory Services’s Kodiak Gas Services KGS Stock Holding History

Wealth Enhancement Advisory Services’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 		$302K Buy
+4,447
New +$302K ﹤0.01% 3197
2025
Q4 		– Sell
-9,563
Closed -$330K – 3734
2025
Q3 		$330K Buy
+9,563
New +$323K ﹤0.01% 2703

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Vanguard Portfolio Management
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's KGS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Kodiak Gas Services (KGS) in Q2 2026: 4,447 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #3197 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in KGS as recently as Q3 2025.

Wealth Enhancement Advisory Services first reported a position in KGS in Q3 2025 and has held it in 2 quarters since. The position peaked at $330K in Q3 2025. 408 funds tracked by Wall St. Rank hold KGS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,447 shares of Kodiak Gas Services worth $302K as of Q2 2026.
  • Kodiak Gas Services was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Kodiak Gas Services made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3197 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kodiak Gas Services in Q3 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Kodiak Gas Services position peaked at $330K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.