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Summit Wealth Group (Colorado)’s Pro-Dex PDEX Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,861
Closed -$287K – 398
2025
Q3 		$287K Buy
+7,861
New +$338K 0.04% 199

Other funds holding PDEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Pro-Dex (PDEX) in Q4 2025, closing a stake of 7,861 shares — an estimated $287K sold.

Summit Wealth Group (Colorado) first reported a position in PDEX in Q3 2025 and held it in 1 quarter. The position peaked at $287K in Q3 2025. 56 funds tracked by Wall St. Rank hold PDEX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Pro-Dex position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,861 Pro-Dex shares in Q4 2025, an estimated $287K.
  • Summit Wealth Group (Colorado) first reported a position in Pro-Dex in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Pro-Dex position peaked at $287K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held Pro-Dex as of Q4 2025.

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