SWGC
OLO

Summit Wealth Group (Colorado)’s Olo Inc OLO Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-37,167
Closed -$225K – 508
2025
Q3 		$225K Buy
+37,167
New +$378K 0.02% 438

Other funds holding OLO

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Olo Inc (OLO) in Q4 2025, closing a stake of 37,167 shares — an estimated $225K sold.

Summit Wealth Group (Colorado) first reported a position in OLO in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 1 fund tracked by Wall St. Rank holds OLO as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Olo Inc position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 37,167 Olo Inc shares in Q4 2025, an estimated $225K.
  • Summit Wealth Group (Colorado) first reported a position in Olo Inc in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Olo Inc position peaked at $225K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Olo Inc as of Q4 2025.

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