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GeoWealth Management’s Summit Therapeutics SMMT Stock Holding History

GeoWealth Management’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$250 – 1705
2024
Q4 		$250 Buy
14
+3
+27% +$58 ﹤0.01% 1752
2024
Q3 		$241 Buy
+11
New +$154 ﹤0.01% 1658

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GeoWealth Management's SMMT Position: Q1 2025 in Review

GeoWealth Management sold out of Summit Therapeutics (SMMT) in Q1 2025, closing a stake of 14 shares — an estimated $250 sold.

GeoWealth Management first reported a position in SMMT in Q3 2024 and held it in 2 quarters. The position peaked at $250 in Q4 2024. 212 funds tracked by Wall St. Rank hold SMMT as of Q1 2025.

  • GeoWealth Management reported no remaining Summit Therapeutics position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 14 Summit Therapeutics shares in Q1 2025, an estimated $250.
  • GeoWealth Management first reported a position in Summit Therapeutics in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Summit Therapeutics position peaked at $250 in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Summit Therapeutics as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.