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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
Q2 		– Sell
-120
Closed -$4.54K – 741
2026
Q1 		$4.54K Buy
+120
New +$4.7K ﹤0.01% 597

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gen-Wealth Partners's OVLH Position: Q2 2026 in Review

Gen-Wealth Partners sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q2 2026, closing a stake of 120 shares — an estimated $4.54K sold.

Gen-Wealth Partners first reported a position in OVLH in Q1 2026 and held it in 1 quarter. The position peaked at $4.54K in Q1 2026. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Gen-Wealth Partners reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 120 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $4.54K.
  • Gen-Wealth Partners first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Gen-Wealth Partners's Overlay Shares Hedged Large Cap Equity ETF position peaked at $4.54K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.