SWGC
ELVA

Summit Wealth Group (Colorado)’s Electrovaya ELVA Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ELVA Stock Details ELVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Hold
21,200
– – 0.02% 354
2026
Q1 		$166K Buy
+21,200
New +$183K 0.02% 336

Other funds holding ELVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $152M AUM 26.38% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ELVA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its Electrovaya (ELVA) position steady in Q2 2026 at 21,200 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #354.

Summit Wealth Group (Colorado) first reported a position in ELVA in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold ELVA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 21,200 shares of Electrovaya worth $223K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Electrovaya share count unchanged in Q2 2026.
  • Electrovaya made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #354 holding.
  • Summit Wealth Group (Colorado) first reported a position in Electrovaya in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Electrovaya as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.