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Summit Wealth Group (Colorado)’s Willis Lease Finance WLFC Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,079
Closed -$227K – 649
2025
Q3 		$227K Buy
+8,079
New +$392K 0.02% 436

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FTIA
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BCA
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Summit Wealth Group (Colorado)'s WLFC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Willis Lease Finance (WLFC) in Q4 2025, closing a stake of 8,079 shares — an estimated $227K sold.

Summit Wealth Group (Colorado) first reported a position in WLFC in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 113 funds tracked by Wall St. Rank hold WLFC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Willis Lease Finance position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,079 Willis Lease Finance shares in Q4 2025, an estimated $227K.
  • Summit Wealth Group (Colorado) first reported a position in Willis Lease Finance in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Willis Lease Finance position peaked at $227K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Willis Lease Finance as of Q4 2025.

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