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Summit Wealth Group (Colorado)’s Copa Holdings CPA Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio CPA Stock Details CPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50,524
Closed -$1.27M – 343
2025
Q3 		$1.27M Buy
+50,524
New +$5.78M 0.13% 133

Other funds holding CPA

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Copa Holdings (CPA) in Q4 2025, closing a stake of 50,524 shares — an estimated $1.27M sold.

Summit Wealth Group (Colorado) first reported a position in CPA in Q3 2025 and held it in 1 quarter. The position peaked at $1.27M in Q3 2025. 283 funds tracked by Wall St. Rank hold CPA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Copa Holdings position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 50,524 Copa Holdings shares in Q4 2025, an estimated $1.27M.
  • Summit Wealth Group (Colorado) first reported a position in Copa Holdings in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Copa Holdings position peaked at $1.27M in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Copa Holdings as of Q4 2025.

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