SWGC
BKV

Summit Wealth Group (Colorado)’s BKV Corp BKV Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,529
Closed -$713K – 501
2025
Q3 		$713K Buy
+1,529
New +$33.3K 0.11% 117

Other funds holding BKV

MCM
Mountain Capital Management Houston, Texas $142M AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
MIM
Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BKV Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of BKV Corp (BKV) in Q4 2025, closing a stake of 1,529 shares — an estimated $713K sold.

Summit Wealth Group (Colorado) first reported a position in BKV in Q3 2025 and held it in 1 quarter. The position peaked at $713K in Q3 2025. 151 funds tracked by Wall St. Rank hold BKV as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining BKV Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,529 BKV Corp shares in Q4 2025, an estimated $713K.
  • Summit Wealth Group (Colorado) first reported a position in BKV Corp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s BKV Corp position peaked at $713K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held BKV Corp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.