Summit Wealth Group, LLC GE VERNOVA INC Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025
Number of Shares
407
Previous 413 1.45%
Holding current value
$0
Previous $219,000 100.0%
% of portfolio
0.0%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
N/A
-6 Reduced 1.45%
407 $0
Q2 2025

Aug 06, 2025
BUY
N/A
413 New
413 $219,000
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