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SUMMIT WEALTH GROUP LLC / CO → VGES
SUMMIT WEALTH GROUP LLC / CO VGES Position History
VGES
Quarters held
104
Latest value
$6M
Q3 2026
Peak value
$16.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $247K |
| Q3 2025 | $1.4M |
| Q3 2025 | $501K |
| Q3 2025 | $306K |
| Q3 2025 | $2.2M |
| Q3 2025 | $276K |
| Q4 2025 | $555K |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.8M |
| Q4 2025 | $685K |
| Q4 2025 | $3M |
| Q4 2025 | $820K |
| Q4 2025 | $340K |
| Q4 2025 | $543K |
| Q4 2025 | $732K |
| Q4 2025 | $1.1M |
| Q4 2025 | $261K |
| Q4 2025 | $277K |
| Q4 2025 | $1.2M |
| Q4 2025 | $456K |
| Q4 2025 | $1.5M |
| Q4 2025 | $733K |
| Q4 2025 | $397K |
| Q4 2025 | $1.4M |
| Q4 2025 | $10.1M |
| Q4 2025 | $4.2M |
| Q4 2025 | $433K |
| Q4 2025 | $4.5M |
| Q1 2026 | $828K |
| Q1 2026 | $2.9M |
| Q1 2026 | $2.1M |
| Q1 2026 | $841K |
| Q1 2026 | $4.5M |
| Q1 2026 | $771K |
| Q1 2026 | $345K |
| Q1 2026 | $538K |
| Q1 2026 | $747K |
| Q1 2026 | $1.6M |
| Q1 2026 | $506K |
| Q1 2026 | $719K |
| Q1 2026 | $976K |
| Q1 2026 | $390K |
| Q1 2026 | $1.2M |
| Q1 2026 | $654K |
| Q1 2026 | $1.4M |
| Q1 2026 | $767K |
| Q1 2026 | $896K |
| Q1 2026 | $609K |
| Q1 2026 | $1.4M |
| Q1 2026 | $11.7M |
| Q1 2026 | $5.1M |
| Q1 2026 | $720K |
| Q1 2026 | $5.1M |
| Q2 2026 | $918K |
| Q2 2026 | $3.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $858K |
| Q2 2026 | $5M |
| Q2 2026 | $767K |
| Q2 2026 | $210K |
| Q2 2026 | $568K |
| Q2 2026 | $834K |
| Q2 2026 | $1.8M |
| Q2 2026 | $217K |
| Q2 2026 | $515K |
| Q2 2026 | $875K |
| Q2 2026 | $1.2M |
| Q2 2026 | $602K |
| Q2 2026 | $1.2M |
| Q2 2026 | $706K |
| Q2 2026 | $2.4M |
| Q2 2026 | $844K |
| Q2 2026 | $1.1M |
| Q2 2026 | $873K |
| Q2 2026 | $1.6M |
| Q2 2026 | $15.2M |
| Q2 2026 | $5.8M |
| Q2 2026 | $834K |
| Q2 2026 | $5.8M |
| Q3 2026 | $896K |
| Q3 2026 | $3.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.7M |
| Q3 2026 | $6.5M |
| Q3 2026 | $812K |
| Q3 2026 | $552K |
| Q3 2026 | $879K |
| Q3 2026 | $3.5M |
| Q3 2026 | $290K |
| Q3 2026 | $492K |
| Q3 2026 | $440K |
| Q3 2026 | $806K |
| Q3 2026 | $461K |
| Q3 2026 | $1.4M |
| Q3 2026 | $655K |
| Q3 2026 | $2M |
| Q3 2026 | $793K |
| Q3 2026 | $1.1M |
| Q3 2026 | $841K |
| Q3 2026 | $1.6M |
| Q3 2026 | $16.1M |
| Q3 2026 | $6.1M |
| Q3 2026 | $839K |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 15.9K | — | — |
| Q3 2026 | $839K | 3.0K | — | — |
| Q3 2026 | $6.1M | 28.3K | — | — |
| Q3 2026 | $16.1M | 178.6K | — | — |
| Q3 2026 | $1.6M | 4.6K | — | — |
| Q3 2026 | $841K | 10.7K | — | — |
| Q3 2026 | $1.1M | 4.6K | — | — |
| Q3 2026 | $793K | 8.9K | — | — |
| Q3 2026 | $2M | 6.7K | — | — |
| Q3 2026 | $655K | 3.3K | — | — |
| Q3 2026 | $1.4M | 2.1K | — | — |
| Q3 2026 | $461K | 9.7K | — | — |
| Q3 2026 | $806K | 7.4K | — | — |
| Q3 2026 | $440K | 3.4K | — | — |
| Q3 2026 | $492K | 2.3K | — | — |
| Q3 2026 | $290K | 2.3K | — | — |
| Q3 2026 | $3.5M | 58.9K | — | — |
| Q3 2026 | $879K | 10.6K | — | — |
| Q3 2026 | $552K | 3.6K | — | — |
| Q3 2026 | $812K | 8.6K | — | — |
| Q3 2026 | $6.5M | 92.5K | — | — |
| Q3 2026 | $2.7M | 38.9K | — | — |
| Q3 2026 | $1.9M | 25.4K | — | — |
| Q3 2026 | $3.4M | 30.6K | — | — |
| Q3 2026 | $896K | 10.5K | — | — |
| Q2 2026 | $5.8M | 15.6K | — | — |
| Q2 2026 | $834K | 2.8K | — | — |
| Q2 2026 | $5.8M | 26.8K | — | — |
| Q2 2026 | $15.2M | 176.4K | — | — |
| Q2 2026 | $1.6M | 4.6K | — | — |
| Q2 2026 | $873K | 10.8K | — | — |
| Q2 2026 | $1.1M | 4.5K | — | — |
| Q2 2026 | $844K | 8.8K | — | — |
| Q2 2026 | $2.4M | 7.7K | — | — |
| Q2 2026 | $706K | 3.6K | — | — |
| Q2 2026 | $1.2M | 1.7K | — | — |
| Q2 2026 | $602K | 11.9K | — | — |
| Q2 2026 | $1.2M | 11.0K | — | — |
| Q2 2026 | $875K | 6.8K | — | — |
| Q2 2026 | $515K | 2.3K | — | — |
| Q2 2026 | $217K | 2.4K | — | — |
| Q2 2026 | $1.8M | 30.3K | — | — |
| Q2 2026 | $834K | 10.0K | — | — |
| Q2 2026 | $568K | 3.7K | — | — |
| Q2 2026 | $210K | 4.3K | — | — |
| Q2 2026 | $767K | 8.2K | — | — |
| Q2 2026 | $5M | 70.7K | — | — |
| Q2 2026 | $858K | 11.7K | — | — |
| Q2 2026 | $2.1M | 27.2K | — | — |
| Q2 2026 | $3.6M | 31.0K | — | — |
| Q2 2026 | $918K | 10.7K | — | — |
| Q1 2026 | $5.1M | 15.9K | — | — |
| Q1 2026 | $720K | 2.7K | — | — |
| Q1 2026 | $5.1M | 25.8K | — | — |
| Q1 2026 | $11.7M | 26.5K | — | — |
| Q1 2026 | $1.4M | 4.6K | — | — |
| Q1 2026 | $609K | 2.1K | — | — |
| Q1 2026 | $896K | 4.1K | — | — |
| Q1 2026 | $767K | 8.6K | — | — |
| Q1 2026 | $1.4M | 5.5K | — | — |
| Q1 2026 | $654K | 3.5K | — | — |
| Q1 2026 | $1.2M | 2.0K | — | — |
| Q1 2026 | $390K | 7.8K | — | — |
| Q1 2026 | $976K | 10.4K | — | — |
| Q1 2026 | $719K | 6.6K | — | — |
| Q1 2026 | $506K | 2.2K | — | — |
| Q1 2026 | $1.6M | 30.2K | — | — |
| Q1 2026 | $747K | 10.0K | — | — |
| Q1 2026 | $538K | 3.7K | — | — |
| Q1 2026 | $345K | 7.2K | — | — |
| Q1 2026 | $771K | 8.7K | — | — |
| Q1 2026 | $4.5M | 70.4K | — | — |
| Q1 2026 | $841K | 11.4K | — | — |
| Q1 2026 | $2.1M | 26.5K | — | — |
| Q1 2026 | $2.9M | 28.1K | — | — |
| Q1 2026 | $828K | 10.7K | — | — |
| Q4 2025 | $4.5M | 13.5K | — | — |
| Q4 2025 | $433K | 1.7K | — | — |
| Q4 2025 | $4.2M | 22.2K | — | — |
| Q4 2025 | $10.1M | 20.8K | — | — |
| Q4 2025 | $1.4M | 4.6K | — | — |
| Q4 2025 | $397K | 1.4K | — | — |
| Q4 2025 | $733K | 3.5K | — | — |
| Q4 2025 | $1.5M | 5.3K | — | — |
| Q4 2025 | $456K | 2.6K | — | — |
| Q4 2025 | $1.2M | 1.9K | — | — |
| Q4 2025 | $277K | 5.5K | — | — |
| Q4 2025 | $261K | 2.8K | — | — |
| Q4 2025 | $1.1M | 21.3K | — | — |
| Q4 2025 | $732K | 10.0K | — | — |
| Q4 2025 | $543K | 3.8K | — | — |
| Q4 2025 | $340K | 7.0K | — | — |
| Q4 2025 | $820K | 9.0K | — | — |
| Q4 2025 | $3M | 47.9K | — | — |
| Q4 2025 | $685K | 9.2K | — | — |
| Q4 2025 | $1.8M | 22.3K | — | — |
| Q4 2025 | $2.4M | 24.4K | — | — |
| Q4 2025 | $555K | 7.4K | — | — |
| Q3 2025 | $276K | 1.3K | — | — |
| Q3 2025 | $2.2M | 25.1K | — | — |
| Q3 2025 | $306K | 860 | — | — |
| Q3 2025 | $501K | 3.9K | — | — |
| Q3 2025 | $1.4M | 29.9K | — | — |
| Q3 2025 | $247K | 5.3K | — | — |