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Summit Wealth Group (Colorado)’s Sea Limited SE Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-13,847
Closed -$346K – 573
2025
Q3 		$346K Buy
+13,847
New +$2.37M 0.04% 329

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Sea Limited (SE) in Q4 2025, closing a stake of 13,847 shares — an estimated $346K sold.

Summit Wealth Group (Colorado) first reported a position in SE in Q3 2025 and held it in 1 quarter. The position peaked at $346K in Q3 2025. 871 funds tracked by Wall St. Rank hold SE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Sea Limited position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 13,847 Sea Limited shares in Q4 2025, an estimated $346K.
  • Summit Wealth Group (Colorado) first reported a position in Sea Limited in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Sea Limited position peaked at $346K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Sea Limited as of Q4 2025.

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