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Summit Wealth Group (Colorado)’s Illumina ILMN Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio ILMN Stock Details ILMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,058
Closed -$244K – 436
2025
Q3 		$244K Buy
+1,058
New +$105K 0.03% 418

Other funds holding ILMN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Illumina (ILMN) in Q4 2025, closing a stake of 1,058 shares — an estimated $244K sold.

Summit Wealth Group (Colorado) first reported a position in ILMN in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 860 funds tracked by Wall St. Rank hold ILMN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Illumina position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,058 Illumina shares in Q4 2025, an estimated $244K.
  • Summit Wealth Group (Colorado) first reported a position in Illumina in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Illumina position peaked at $244K in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Illumina as of Q4 2025.

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