Institutions / Summit Wealth Group LLC / Co / Activity
Activity — Summit Wealth Group LLC / Co
235 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Exit | 74102L113 Common stock | $-3.03M | -56K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Prologis Inc Common stock | $-3.17M | -88K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Eton Pharmaceuticals, Inc. Common stock | $-3.33M | -26K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Paychex Inc Common stock | $-3.58M | -93K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 46138G623 Common stock | $-3.79M | -40K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Evercore Inc Common stock | $-3.98M | -20K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 26922A289 Common stock | $-4.07M | -6K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Chart Industries Inc Common stock | $-4.12M | -134K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Korn Ferry Common stock | $-4.36M | -13K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 74255Y607 Common stock | $-4.51M | -20K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Castle Biosciences, Inc. Common stock | $-4.51M | -122K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 500472303 Common stock | $-4.70M | -27K -100.00% | 0 | low |
| Q4 2025 as of | Exit | CoStar Group Inc Common stock | $-4.75M | -111K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 33740F805 Common stock | $-4.76M | -10K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Peakstone Realty Trust Common stock | $-4.92M | -206K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Alignment Healthcare, Inc. Common stock | $-5.11M | -24K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Sei Investments Co Common stock | $-5.52M | -116K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | PENTAIR plc Common stock | $-5.85M | -137K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Everest Group, Ltd. Common stock | $-7.04M | -15K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | PNRG Primeenergy Resources Corp Common Stock | $-7.21M | -231K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Century Communities, Inc. Common stock | $-8.15M | -181K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Y1771G102 Common stock | $-9.96M | -109K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | 50043K406 Common stock | $-10.50M | -26K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Coterra Energy Inc. Common stock | $-11.00M | -170K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | 36168Q104 Common stock | $-12.30M | -67K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | American Financial Group Inc Common stock | $-13.22M | -53K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Pebblebrook Hotel Trust Common stock | $-14.88M | -394K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Vail Resorts Inc Common stock | $-16.20M | -536K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | 46137V811 Common stock | $-22.70M | -834K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | V. F. Corporation Common stock | $-27.46M | -983K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | US Foods Holding Corp. Common stock | $-31.61M | -817K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Equinix Inc Common stock | $-31.86M | -435K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | Valaris Ltd Common stock | $-39.20M | -1.3M -100.00% | 0 | medium |
| Q4 2025 as of | Exit | USGO U.S. GoldMining Inc. Common Stock | $-64.44M | -1.4M -100.00% | 0 | high |
| Q4 2025 as of | Exit | Usana Health Sciences Inc Common stock | $-64.65M | -1.7M -100.00% | 0 | high |