Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Kodiak Gas Services KGS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-24
Closed -$887 – 2009
2025
Q3 		$887 Buy
+24
New +$810 ﹤0.01% 2759

Other funds holding KGS

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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s KGS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Kodiak Gas Services (KGS) in Q4 2025, closing a stake of 24 shares — an estimated $887 sold.

Wealthspire Advisors (New York) first reported a position in KGS in Q3 2025 and held it in 1 quarter. The position peaked at $887 in Q3 2025. 281 funds tracked by Wall St. Rank hold KGS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Kodiak Gas Services position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 24 Kodiak Gas Services shares in Q4 2025, an estimated $887.
  • Wealthspire Advisors (New York) first reported a position in Kodiak Gas Services in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Kodiak Gas Services position peaked at $887 in Q3 2025.
  • 281 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.