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
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 Sell
1,339
-1,798
-57% -$127K ﹤0.01% 1246
2025
Q1 		$239K Buy
3,137
+2,264
+259% +$169K ﹤0.01% 1155
2024
Q4 		$57.7K Buy
+873
New +$61.1K ﹤0.01% 1263

Other funds holding SOLV

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's SOLV Position: Q1 2026 in Review

Geneos Wealth Management held its Solventum (SOLV) position steady in Q1 2026 at 1,113 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Geneos Wealth Management first reported a position in SOLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $239K in Q1 2025. 877 funds tracked by Wall St. Rank hold SOLV as of Q1 2026.

  • Geneos Wealth Management held 1,113 shares of Solventum worth $72.7K as of Q1 2026.
  • Geneos Wealth Management left its Solventum share count unchanged in Q1 2026.
  • Solventum made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1289 holding.
  • Geneos Wealth Management first reported a position in Solventum in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Solventum position peaked at $239K in Q1 2025.
  • 877 funds tracked by Wall St. Rank held Solventum as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.