KA
SLDP icon

Kozak & Associates’s Solid Power SLDP Stock Holding History

Kozak & Associates’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
Q2 		$259 Hold
100
– – ﹤0.01% 408
2026
Q1 		$298 Hold
100
– – ﹤0.01% 417
2025
Q4 		$533 Hold
100
– – ﹤0.01% 399
2025
Q3 		$597 Buy
+100
New +$377 ﹤0.01% 418

Other funds holding SLDP

G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
LA
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SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return