GM
SUM

GeoWealth Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

GeoWealth Management’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-114
Closed -$5.77K – 1845
2024
Q4 		$5.77K Sell
114
-11
-9% -$557 ﹤0.01% 1538
2024
Q3 		$4.88K Buy
+125
New +$4.88K ﹤0.01% 1455