Summit Financial Wealth Advisors’s Venture Global Inc VG Stock Holding History

Summit Financial Wealth Advisors’s Portfolio VG Stock Details VG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$139K	Sell	11,032 -3,161	-22%	-$43.1K	0.02%	224
2026 Q2	$158K	Sell	14,193 -300	-2%	-$3.8K	0.02%	224
2026 Q1	$228K	Buy	14,493 +157	+1%	+$1.68K	0.03%	180
2025 Q4	$97.8K	Buy	14,336 +1,161	+9%	+$9.7K	0.01%	193
2025 Q3	$194K	Buy	13,175 +300	+2%	+$4.28K	0.03%	178
2025 Q2	$201K	Buy	12,875 +2,500	+24%	+$28.9K	0.04%	166
2025 Q1	$107K	Buy	+10,375	New	+$151K	0.02%	150

Other funds holding VG

TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Summit Financial Wealth Advisors's VG Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its Venture Global Inc (VG) stake by 22% in Q3 2026, selling an estimated $43.1K and leaving 11,032 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #224.

Summit Financial Wealth Advisors first reported a position in VG in Q1 2025 and has held it in 7 quarters since. The position peaked at $228K in Q1 2026. 203 funds tracked by Wall St. Rank hold VG as of Q3 2026.

Summit Financial Wealth Advisors held 11,032 shares of Venture Global Inc worth $139K as of Q3 2026.
Summit Financial Wealth Advisors sold 3,161 Venture Global Inc shares in Q3 2026, an estimated $43.1K.
Venture Global Inc made up 0.02% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #224 holding.
Summit Financial Wealth Advisors first reported a position in Venture Global Inc in Q1 2025 and has held it in 7 quarters since.
Summit Financial Wealth Advisors's Venture Global Inc position peaked at $228K in Q1 2026.
203 funds tracked by Wall St. Rank held Venture Global Inc as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.