SWGC
VIVK

Summit Wealth Group (Colorado)’s Vivakor VIVK Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio VIVK Stock Details VIVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14
Closed -$57.8K – 638
2025
Q3 		$57.8K Buy
+14
New +$42.7K 0.01% 485

Other funds holding VIVK

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Summit Wealth Group (Colorado) sold out of Vivakor (VIVK) in Q4 2025, closing a stake of 14 shares — an estimated $57.8K sold.

Summit Wealth Group (Colorado) first reported a position in VIVK in Q3 2025 and held it in 1 quarter. The position peaked at $57.8K in Q3 2025. 4 funds tracked by Wall St. Rank hold VIVK as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Vivakor position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 14 Vivakor shares in Q4 2025, an estimated $57.8K.
  • Summit Wealth Group (Colorado) first reported a position in Vivakor in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Vivakor position peaked at $57.8K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Vivakor as of Q4 2025.

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