GWM
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Geneos Wealth Management’s Solventum SOLV Stock Holding History

Geneos Wealth Management’s Portfolio SOLV Stock Details SOLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.5K Buy
1,186
+73
+7% +$5.32K ﹤0.01% 1241
2026
Q1 		$72.7K Hold
1,113
– – ﹤0.01% 1289
2025
Q4 		$88.2K Sell
1,113
-41
-4% -$3.14K ﹤0.01% 1184
2025
Q3 		$84.2K Sell
1,154
-185
-14% -$13.6K ﹤0.01% 1178
2025
Q2 		$102K Buy
1,339
+38
+3% +$2.69K ﹤0.01% 1246
2025
Q1 		$98.9K Buy
1,301
+428
+49% +$31.9K ﹤0.01% 1169
2024
Q4 		$57.7K Buy
+873
New +$61.1K ﹤0.01% 1263

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geneos Wealth Management's SOLV Position: Q2 2026 in Review

Geneos Wealth Management increased its Solventum (SOLV) stake by 6.6% in Q2 2026, buying an estimated $5.32K and bringing the position to 1,186 shares worth $91.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Geneos Wealth Management first reported a position in SOLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q2 2025. 885 funds tracked by Wall St. Rank hold SOLV as of Q2 2026.

  • Geneos Wealth Management held 1,186 shares of Solventum worth $91.5K as of Q2 2026.
  • Geneos Wealth Management bought 73 Solventum shares in Q2 2026, an estimated $5.32K.
  • Solventum made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1241 holding.
  • Geneos Wealth Management first reported a position in Solventum in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's Solventum position peaked at $102K in Q2 2025.
  • 885 funds tracked by Wall St. Rank held Solventum as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.