Summit Wealth Group (Colorado)’s Sunrun RUN Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-102,594	Closed	-$1.29M	–	562
2025 Q3	$1.29M	Buy	+102,594	New	+$1.37M	0.14%	131

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Sunrun (RUN) in Q4 2025, closing a stake of 102,594 shares — an estimated $1.29M sold.

Summit Wealth Group (Colorado) first reported a position in RUN in Q3 2025 and held it in 1 quarter. The position peaked at $1.29M in Q3 2025. 411 funds tracked by Wall St. Rank hold RUN as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Sunrun position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 102,594 Sunrun shares in Q4 2025, an estimated $1.29M.
Summit Wealth Group (Colorado) first reported a position in Sunrun in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Sunrun position peaked at $1.29M in Q3 2025.
411 funds tracked by Wall St. Rank held Sunrun as of Q4 2025.

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