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Summit Wealth Group (Colorado)’s Goosehead Insurance GSHD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,986
Closed -$160K – 413
2025
Q3 		$160K Buy
+10,986
New +$968K 0.02% 473

Other funds holding GSHD

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Goosehead Insurance (GSHD) in Q4 2025, closing a stake of 10,986 shares — an estimated $160K sold.

Summit Wealth Group (Colorado) first reported a position in GSHD in Q3 2025 and held it in 1 quarter. The position peaked at $160K in Q3 2025. 265 funds tracked by Wall St. Rank hold GSHD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Goosehead Insurance position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 10,986 Goosehead Insurance shares in Q4 2025, an estimated $160K.
  • Summit Wealth Group (Colorado) first reported a position in Goosehead Insurance in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Goosehead Insurance position peaked at $160K in Q3 2025.
  • 265 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2025.

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