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

Summit Wealth Group (Colorado)’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,983
Closed -$281K – 537
2025
Q3 		$281K Buy
+1,983
New +$404K 0.03% 372

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of PTC (PTC) in Q4 2025, closing a stake of 1,983 shares — an estimated $281K sold.

Summit Wealth Group (Colorado) first reported a position in PTC in Q3 2025 and held it in 1 quarter. The position peaked at $281K in Q3 2025. 723 funds tracked by Wall St. Rank hold PTC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining PTC position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,983 PTC shares in Q4 2025, an estimated $281K.
  • Summit Wealth Group (Colorado) first reported a position in PTC in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s PTC position peaked at $281K in Q3 2025.
  • 723 funds tracked by Wall St. Rank held PTC as of Q4 2025.

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