Institutions / Summit Wealth Group LLC / Co / Activity
Activity — Summit Wealth Group LLC / Co
508 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Exit | Valaris Ltd Common stock | $-39.20M | -1.3M -100.00% | 0 | medium |
| Q4 2025 as of | New | 81589A106 Common stock | $44.12M | +1.1M | 1,133,245 5.85% of portfolio | medium |
| Q4 2025 as of | Trim | Parker-Hannifin Corp Common stock | $-47.35M | -54K -99.24% | 413 0.05% of portfolio | medium |
| Q4 2025 as of | New | 81589A700 Common stock | $62.68M | +1.9M | 1,926,871 8.31% of portfolio | high |
| 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 |
| Q4 2025 as of | Add | 81589A205 Common stock | $88.40M | +1.9M +265418.84% | 1,917,046 11.73% of portfolio | high |
| Q4 2025 as of | New | 81589A304 Common stock | $91.43M | +2.2M | 2,203,137 12.12% of portfolio | high |