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 | Add | 33738R118 Common stock | $110.7K | +1K +117.84% | 2,113 0.03% of portfolio | low |
| Q4 2025 as of | Add | 922907746 Common stock | $82.5K | +2K +42.50% | 5,499 0.04% of portfolio | low |
| Q4 2025 as of | New | GAB Gabelli Equity Trust Inc Closed-End Fund | $70.0K | +11K | 11,348 <0.01% of portfolio | low |
| Q4 2025 as of | Exit | Rollins Inc Common stock | $-69.1K | -11K -100.00% | 0 | low |
| Q4 2025 as of | Add | 33734X143 Common stock | $48.4K | +425 +22.52% | 2,312 0.03% of portfolio | low |
| Q4 2025 as of | Add | Wells Fargo & COMPANY/MN Common stock | $22.4K | +240 +5.01% | 5,026 0.06% of portfolio | low |
| Q4 2025 as of | Exit | Champion Homes Inc Common stock | $-15.0K | -15K -100.00% | 0 | low |
| Q4 2025 as of | Add | Quanta Services Inc Common stock | $1.7K | +4 +0.18% | 2,194 0.12% of portfolio | low |