SWGC
TRUE

Summit Wealth Group (Colorado)’s TrueCar TRUE Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio TRUE Stock Details TRUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,385
Closed -$312K – 465
2025
Q3 		$312K Buy
+7,385
New +$14.9K 0.05% 189

Other funds holding TRUE

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
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
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of TrueCar (TRUE) in Q4 2025, closing a stake of 7,385 shares — an estimated $312K sold.

Summit Wealth Group (Colorado) first reported a position in TRUE in Q3 2025 and held it in 1 quarter. The position peaked at $312K in Q3 2025. 129 funds tracked by Wall St. Rank hold TRUE as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining TrueCar position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 7,385 TrueCar shares in Q4 2025, an estimated $312K.
  • Summit Wealth Group (Colorado) first reported a position in TrueCar in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s TrueCar position peaked at $312K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held TrueCar as of Q4 2025.

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