Position in VRT
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$228,278
New position
Shares Held
911
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026SUMMIT WEALTH GROUP LLC / CO holds $394,062 across 2 Electrical Equipment & Parts names. VRT ranks #1 (57.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
911 | $228,278 | |
| 2 | ELVA |
Electrovaya Inc.
|
21,200 | $165,784 |
All Filings in VRT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,278 | 911 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||