Position in SOLV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$841,243
+$308,330 QoQ
Shares Held
10,904
+33.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#264
of 868 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,703,366 across 6 Medical Instruments & Supplies names. SOLV ranks #1 (49.4% of the industry book) .
All Filings in SOLV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,243 | 10,904 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,913 | 8,161 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $445,408 | 5,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $80,811 | 1,107 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $836 | 12 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $634 | 12 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||