Summit Wealth Group LLC Co. bought a new stake in NetEase, Inc. (NASDAQ:NTES – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 13,924 shares of the technology company’s stock, valued at approximately $1,687,000. A number of other […]

Summit Wealth Group LLC Co. lifted its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 903.3% in the 3rd quarter, Holdings Channel reports. The firm owned 9,260 shares of the real estate investment trust’s stock after acquiring an additional 8,337 shares during the period. Summit Wealth Group LLC Co.’s holdings in Welltower […]

Summit Wealth Group LLC Co. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 192.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,581 shares of the industrial products company’s stock after acquiring an additional 4,327 shares […]

Summit Wealth Group LLC Co. acquired a new stake in TotalEnergies SE Sponsored ADR (NYSE:TTE – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 32,497 shares of the company’s stock, valued at approximately $2,778,000. Several other institutional investors and hedge funds […]

Parcion Private Wealth LLC lowered its position in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 54.9% in the 3rd quarter, HoldingsChannel reports. The fund owned 13,620 shares of the pipeline company’s stock after selling 16,591 shares during the period. Parcion Private Wealth LLC’s holdings in Kinder Morgan were worth $411,000 as of its most […]