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Summit Wealth Group (Colorado)’s Omega Flex OFLX Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio OFLX Stock Details OFLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,247
Closed -$256K – 505
2025
Q3 		$256K Buy
+3,247
New +$110K 0.03% 399

Other funds holding OFLX

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Omega Flex (OFLX) in Q4 2025, closing a stake of 3,247 shares — an estimated $256K sold.

Summit Wealth Group (Colorado) first reported a position in OFLX in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 104 funds tracked by Wall St. Rank hold OFLX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Omega Flex position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,247 Omega Flex shares in Q4 2025, an estimated $256K.
  • Summit Wealth Group (Colorado) first reported a position in Omega Flex in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Omega Flex position peaked at $256K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Omega Flex as of Q4 2025.

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