Gen-Wealth Partners’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Gen-Wealth Partners’s Portfolio OVLH Stock Details OVLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.54K	Buy	+120	New	+$4.7K	﹤0.01%	597

Other funds holding OVLH

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gen-Wealth Partners's OVLH Position: Q1 2026 in Review

Gen-Wealth Partners opened a new position in Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q1 2026: 120 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

24 funds tracked by Wall St. Rank hold OVLH as of Q1 2026.

Gen-Wealth Partners held 120 shares of Overlay Shares Hedged Large Cap Equity ETF worth $4.54K as of Q1 2026.
Overlay Shares Hedged Large Cap Equity ETF was a new Gen-Wealth Partners position in Q1 2026.
Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #597 holding.
24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.