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Summit Wealth Group (Colorado)’s Exponent EXPO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,350
Closed -$287K – 384
2025
Q3 		$287K Buy
+3,350
New +$239K 0.03% 369

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Exponent (EXPO) in Q4 2025, closing a stake of 3,350 shares — an estimated $287K sold.

Summit Wealth Group (Colorado) first reported a position in EXPO in Q3 2025 and held it in 1 quarter. The position peaked at $287K in Q3 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,350 Exponent shares in Q4 2025, an estimated $287K.
  • Summit Wealth Group (Colorado) first reported a position in Exponent in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Exponent position peaked at $287K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

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