Summit Wealth Group (Colorado)’s SpaceX SPCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.4M Buy
9,256
+6,359
+220% +$880K 0.09% 140
2026
Q2
$495K Buy
+2,897
New +$492K 0.04% 217

Other funds holding SPCX

Summit Wealth Group (Colorado)'s SPCX Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its SpaceX (SPCX) stake by 220% in Q3 2026, buying an estimated $880K and bringing the position to 9,256 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #140.

Summit Wealth Group (Colorado) first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 1,565 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Summit Wealth Group (Colorado) held 9,256 shares of SpaceX worth $1.4M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 6,359 SpaceX shares in Q3 2026, an estimated $880K.
  • SpaceX made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #140 holding.
  • Summit Wealth Group (Colorado) first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 1,565 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.