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
Q3 		$265K Buy
4,949
+502
+11% +$30.7K ﹤0.01% 3471
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

Other funds holding KGS

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
CCM
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RE
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's KGS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Kodiak Gas Services (KGS) stake by 11% in Q3 2026, buying an estimated $30.7K and bringing the position to 4,949 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Wealth Enhancement Advisory Services first reported a position in KGS in Q3 2025 and has held it in 3 quarters since. The position peaked at $330K in Q3 2025. 20 funds tracked by Wall St. Rank hold KGS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 4,949 shares of Kodiak Gas Services worth $265K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 502 Kodiak Gas Services shares in Q3 2026, an estimated $30.7K.
  • Kodiak Gas Services made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3471 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kodiak Gas Services in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Kodiak Gas Services position peaked at $330K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.