Position in SOLV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$91,499
+$18,821 QoQ
Shares Held
1,186
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 867 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,802,926 across 12 Medical Instruments & Supplies names. SOLV ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,805 | $1,910,852 | |
| 2 | WRBY |
Warby Parker Inc.
|
27,089 | $821,880 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $682,952 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,052 | $218,858 | |
| 5 | SOLV |
Solventum Corp
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|
1,186 | $91,499 | |
| 6 | ATR |
Aptargroup, Inc.
|
233 | $29,171 | |
| 7 | BAX |
Baxter International Inc
|
684 | $14,582 | |
| 8 | ALGN |
Align Technology Inc
|
71 | $11,974 |
All Filings in SOLV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,499 | 1,186 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $72,678 | 1,113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $88,194 | 1,113 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $84,242 | 1,154 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $101,549 | 1,339 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $139,609 | 1,836 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $57,670 | 873 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||