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 | New | 464287648 Common stock | $2.08M | +6K | 6,449 0.28% of portfolio | low |
| Q4 2025 as of | New | 922908595 Common stock | $2.12M | +7K | 7,028 0.28% of portfolio | low |
| Q4 2025 as of | New | 46434V282 Common stock | $2.16M | +31K | 31,145 0.29% of portfolio | low |
| Q4 2025 as of | Add | 464287473 Common stock | $2.26M | +16K +1436.95% | 17,137 0.32% of portfolio | low |
| Q4 2025 as of | Exit | EXPAND ENERGY Corp Common stock | $-2.27M | -39K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Kforce Inc Common stock | $-2.27M | -28K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 70387R403 Common stock | $-2.29M | -43K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 00326A104 Common stock | $-2.37M | -19K -100.00% | 0 | low |
| Q4 2025 as of | New | 921932778 Common stock | $2.39M | +24K | 24,434 0.32% of portfolio | low |
| Q4 2025 as of | Exit | 780259305 Common stock | $-2.41M | -4K -100.00% | 0 | low |
| Q4 2025 as of | New | 46090E103 Common stock | $2.43M | +4K | 3,952 0.32% of portfolio | low |
| Q4 2025 as of | Add | 46434G103 Common stock | $2.48M | +37K +1532.67% | 39,380 0.35% of portfolio | low |
| Q4 2025 as of | New | 25434V674 Common stock | $2.51M | +48K | 48,433 0.33% of portfolio | low |
| Q4 2025 as of | New | 97717W505 Common stock | $2.51M | +49K | 48,631 0.33% of portfolio | low |
| Q4 2025 as of | Trim | 887432326 Common stock | $-2.53M | -66K -83.74% | 12,750 0.07% of portfolio | low |
| Q4 2025 as of | Exit | M7S64L123 Common stock | $-2.54M | -53K -100.00% | 0 | low |
| Q4 2025 as of | New | 23908L207 Common stock | $2.55M | +50K | 49,828 0.34% of portfolio | low |
| Q4 2025 as of | New | 464288307 Common stock | $2.56M | +32K | 32,016 0.34% of portfolio | low |
| Q4 2025 as of | Exit | 46435Gaa0 Common stock | $-2.57M | -6K -100.00% | 0 | low |
| Q4 2025 as of | New | Alphabet Inc. Common stock | $2.66M | +8K | 8,495 0.35% of portfolio | low |
| Q4 2025 as of | Exit | Smartfinancial Inc. Common stock | $-2.68M | -28K -100.00% | 0 | low |
| Q4 2025 as of | New | 464287606 Common stock | $2.68M | +28K | 27,618 0.35% of portfolio | low |
| Q4 2025 as of | New | Tesla Inc Common stock | $2.68M | +6K | 5,962 0.36% of portfolio | low |
| Q4 2025 as of | Exit | ZBIO Zenas BioPharma, Inc. Common Stock | $-2.69M | -51K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Kilroy Realty Corp Common stock | $-2.71M | -35K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Knight-Swift Transportation Holdings Inc. Common stock | $-2.72M | -10K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Solventum Corp Common stock | $-2.80M | -34K -100.00% | 0 | low |
| Q4 2025 as of | Exit | Kimberly Clark Corp Common stock | $-2.83M | -51K -100.00% | 0 | low |
| Q4 2025 as of | New | 921943858 Common stock | $2.99M | +48K | 47,859 0.40% of portfolio | low |
| Q4 2025 as of | New | 316092352 Common stock | $3.02M | +55K | 55,030 0.40% of portfolio | low |
| Q4 2025 as of | Exit | 74102L113 Common stock | $-3.03M | -56K -100.00% | 0 | low |
| Q4 2025 as of | New | 31609A503 Common stock | $3.10M | +85K | 85,259 0.41% of portfolio | low |
| Q4 2025 as of | Exit | Prologis Inc Common stock | $-3.17M | -88K -100.00% | 0 | low |
| Q4 2025 as of | New | 464287481 Common stock | $3.19M | +23K | 23,280 0.42% of portfolio | low |
| Q4 2025 as of | Trim | N07059210 Common stock | $-3.22M | -3K -90.99% | 298 0.04% of portfolio | low |
| Q4 2025 as of | Exit | Eton Pharmaceuticals, Inc. Common stock | $-3.33M | -26K -100.00% | 0 | low |
| Q4 2025 as of | Trim | 78464A409 Common stock | $-3.39M | -32K -92.70% | 2,502 0.04% of portfolio | low |
| Q4 2025 as of | New | 66538H534 Common stock | $3.40M | +75K | 75,249 0.45% of portfolio | low |
| Q4 2025 as of | Exit | Paychex Inc Common stock | $-3.58M | -93K -100.00% | 0 | low |
| Q4 2025 as of | New | 78464A201 Common stock | $3.59M | +38K | 38,119 0.48% of portfolio | low |
| Q4 2025 as of | New | 25434V708 Common stock | $3.66M | +92K | 92,480 0.49% of portfolio | low |
| Q4 2025 as of | Exit | 46138G623 Common stock | $-3.79M | -40K -100.00% | 0 | low |
| Q4 2025 as of | New | 316092808 Common stock | $3.80M | +17K | 16,918 0.50% of portfolio | low |
| Q4 2025 as of | New | 464287200 Common stock | $3.94M | +6K | 5,755 0.52% of portfolio | low |
| Q4 2025 as of | Exit | Evercore Inc Common stock | $-3.98M | -20K -100.00% | 0 | low |
| Q4 2025 as of | New | 25434V815 Common stock | $4.05M | +123K | 123,025 0.54% of portfolio | low |
| Q4 2025 as of | Exit | 26922A289 Common stock | $-4.07M | -6K -100.00% | 0 | low |
| Q4 2025 as of | New | 464287598 Common stock | $4.11M | +20K | 19,534 0.54% of portfolio | low |
| Q4 2025 as of | Exit | Chart Industries Inc Common stock | $-4.12M | -134K -100.00% | 0 | low |
| Q4 2025 as of | New | 922908744 Common stock | $4.24M | +22K | 22,214 0.56% of portfolio | low |