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Summit Wealth Group (Colorado)’s Beyond Meat BYND Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio BYND Stock Details BYND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-48
Closed -$299K – 321
2025
Q3 		$299K Buy
+48
New +$4.24K 0.03% 356

Other funds holding BYND

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Beyond Meat (BYND) in Q4 2025, closing a stake of 48 shares — an estimated $299K sold.

Summit Wealth Group (Colorado) first reported a position in BYND in Q3 2025 and held it in 1 quarter. The position peaked at $299K in Q3 2025. 201 funds tracked by Wall St. Rank hold BYND as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Beyond Meat position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 48 Beyond Meat shares in Q4 2025, an estimated $299K.
  • Summit Wealth Group (Colorado) first reported a position in Beyond Meat in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Beyond Meat position peaked at $299K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Beyond Meat as of Q4 2025.

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