Summit Wealth Group (Colorado)’s Charter Communications CHTR Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio CHTR Stock Details CHTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,525	Closed	-$278K	–	332
2025 Q3	$278K	Buy	+2,525	New	+$763K	0.03%	376

Other funds holding CHTR

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Charter Communications (CHTR) in Q4 2025, closing a stake of 2,525 shares — an estimated $278K sold.

Summit Wealth Group (Colorado) first reported a position in CHTR in Q3 2025 and held it in 1 quarter. The position peaked at $278K in Q3 2025. 797 funds tracked by Wall St. Rank hold CHTR as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Charter Communications position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 2,525 Charter Communications shares in Q4 2025, an estimated $278K.
Summit Wealth Group (Colorado) first reported a position in Charter Communications in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Charter Communications position peaked at $278K in Q3 2025.
797 funds tracked by Wall St. Rank held Charter Communications as of Q4 2025.

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