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TSA Wealth Managment LLC → KGS

TSA Wealth Managment LLC KGS Position History

Kodiak Gas Services, Inc. • Energy

Quarters held
5
Latest value
$497K
Q3 2026
Peak value
$2.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.5M
Q4 2025$2.1M
Q1 2026$547K
Q2 2026$704K
Q3 2026$497K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$497K9.4K——
Q2 2026$704K9.4K——
Q1 2026$547K9.4K——
Q4 2025$2.1M55.7K——
Q3 2025$2.5M68.1K——

Other funds holding KGS

Other TSA Wealth Managment LLC positions

STT-PG

SPDR SERIES TRUST

$51.4M
STT-PG

SPDR SERIES TRUST

$50.4M
STT-PG

SPDR SERIES TRUST

$30M
STT-PG

SPDR SERIES TRUST

$26.1M
STT-PG

SPDR SERIES TRUST

$26M
SCHW-PJ

SCHWAB STRATEGIC TR

$25.1M
ETHA

ISHARES TR

$23.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$23.7M