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Summit Wealth Group (Colorado)’s Diodes DIOD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,910
Closed -$387K – 358
2025
Q3 		$387K Buy
+4,910
New +$263K 0.04% 307

Other funds holding DIOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Diodes (DIOD) in Q4 2025, closing a stake of 4,910 shares — an estimated $387K sold.

Summit Wealth Group (Colorado) first reported a position in DIOD in Q3 2025 and held it in 1 quarter. The position peaked at $387K in Q3 2025. 303 funds tracked by Wall St. Rank hold DIOD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Diodes position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,910 Diodes shares in Q4 2025, an estimated $387K.
  • Summit Wealth Group (Colorado) first reported a position in Diodes in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Diodes position peaked at $387K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held Diodes as of Q4 2025.

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