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Summit Wealth Group (Colorado)’s GSK GSK Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
4,992
+569
+13% +$30.1K 0.02% 328
2026
Q1 		$244K Buy
4,423
+144
+3% +$7.8K 0.03% 294
2025
Q4 		$210K Buy
+4,279
New +$200K 0.03% 263

Other funds holding GSK

JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

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

Summit Wealth Group (Colorado) increased its GSK (GSK) stake by 13% in Q2 2026, buying an estimated $30.1K and bringing the position to 4,992 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #328.

Summit Wealth Group (Colorado) first reported a position in GSK in Q4 2025 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold GSK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,992 shares of GSK worth $262K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 569 GSK shares in Q2 2026, an estimated $30.1K.
  • GSK made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #328 holding.
  • Summit Wealth Group (Colorado) first reported a position in GSK in Q4 2025 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held GSK as of Q2 2026.

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