MW
SLDP icon

MBL Wealth’s Solid Power SLDP Stock Holding History

MBL Wealth’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 		– Sell
-270,000
Closed -$810K – 408
2026
Q1 		$810K Hold
270,000
– – 0.06% 138
2025
Q4 		$1.15M Hold
270,000
– – 0.09% 110
2025
Q3 		$937K Hold
270,000
– – 0.08% 119
2025
Q2 		$591K Buy
+270,000
New +$379K 0.06% 132
2025
Q1 		– Sell
-90,000
Closed -$170K – 240
2024
Q4 		$170K Buy
90,000
+45,000
+100% +$55.7K 0.02% 215
2024
Q3 		$60.8K Hold
45,000
– – 0.01% 206
2024
Q2 		$74.3K Hold
45,000
– – 0.01% 202
2024
Q1 		$91.3K Hold
45,000
– – 0.01% 196
2023
Q4 		$65.3K Hold
45,000
– – 0.01% 184
2023
Q3 		$90.9K Hold
45,000
– – 0.01% 172
2023
Q2 		$114K Hold
45,000
– – 0.02% 175
2023
Q1 		$135K Buy
45,000
+30,000
+200% +$90.5K 0.02% 159
2022
Q4 		$38K Hold
15,000
– – 0.01% 163
2022
Q3 		$79K Hold
15,000
– – 0.02% 153
2022
Q2 		$81K Hold
15,000
– – 0.02% 145
2022
Q1 		$130K Buy
+15,000
New +$116K 0.03% 167

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G
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LA
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SWM
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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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 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