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Summit Wealth Group (Colorado)’s Castle Biosciences CSTL Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-122,494
Closed -$4.51M – 303
2025
Q3 		$4.51M Buy
+122,494
New +$2.49M 0.7% 25

Other funds holding CSTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Castle Biosciences (CSTL) in Q4 2025, closing a stake of 122,494 shares — an estimated $4.51M sold.

Summit Wealth Group (Colorado) first reported a position in CSTL in Q3 2025 and held it in 1 quarter. The position peaked at $4.51M in Q3 2025. 194 funds tracked by Wall St. Rank hold CSTL as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Castle Biosciences position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 122,494 Castle Biosciences shares in Q4 2025, an estimated $4.51M.
  • Summit Wealth Group (Colorado) first reported a position in Castle Biosciences in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Castle Biosciences position peaked at $4.51M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Castle Biosciences as of Q4 2025.

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