Concurrent Investment Advisors’s Solid Power SLDP Stock Holding History

Concurrent Investment Advisors’s Portfolio SLDP Stock Details SLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.4K	Buy	+11,097	New	+$26K	﹤0.01%	2345

Other funds holding SLDP

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Bright Futures Wealth Management Webster, Ny 14580, New York $145M AUM 22.87% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Concurrent Investment Advisors's SLDP Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Solid Power (SLDP) in Q3 2026: 11,097 shares worth $26.4K. The stake represents ﹤0.01% of the portfolio and ranks #2345 among its holdings.

26 funds tracked by Wall St. Rank hold SLDP as of Q3 2026.

Concurrent Investment Advisors held 11,097 shares of Solid Power worth $26.4K as of Q3 2026.
Solid Power was a new Concurrent Investment Advisors position in Q3 2026.
Solid Power made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2345 holding.
26 funds tracked by Wall St. Rank held Solid Power as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.