Spire Wealth Management’s Solid Power SLDP Stock Holding History

Spire Wealth Management’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	$11.7K	Sell	4,500 -7,379	-62%	-$22.8K	﹤0.01%	1600
2026 Q1	$35.6K	Buy	11,879 +1,000	+9%	+$4.03K	﹤0.01%	1266
2025 Q4	$46.2K	Buy	10,879 +6,379	+142%	+$35.2K	﹤0.01%	1204
2025 Q3	$15.6K	Sell	4,500 -5,000	-53%	-$18.8K	﹤0.01%	1606
2025 Q2	$20.8K	Buy	9,500 +5,000	+111%	+$7.02K	﹤0.01%	1506
2025 Q1	$4.72K	Hold	4,500	–	–	﹤0.01%	2071
2024 Q4	$8.51K	Hold	4,500	–	–	﹤0.01%	1886
2024 Q3	$6.08K	Sell	4,500 -20,007	-82%	-$31.6K	﹤0.01%	1775
2024 Q2	$40.4K	Buy	24,507 +7	+0%	+$12	﹤0.01%	1191
2024 Q1	$49.7K	Buy	24,500 +4,000	+20%	+$6.09K	﹤0.01%	1217
2023 Q4	$24.2K	Hold	20,500	–	–	﹤0.01%	1470
2023 Q3	$41.4K	Buy	20,500 +12,000	+141%	+$28.4K	﹤0.01%	1230
2023 Q2	$21.6K	Sell	8,500 -12,000	-59%	-$27.7K	﹤0.01%	1566
2023 Q1	$61.7K	Hold	20,500	–	–	﹤0.01%	1114
2022 Q4	$52K	Buy	20,500 +13,000	+173%	+$55.6K	﹤0.01%	981
2022 Q3	$39K	Buy	7,500 +1,795	+31%	+$11.3K	﹤0.01%	1048
2022 Q2	$31K	Buy	+5,705	New	+$44.5K	﹤0.01%	1492

Other funds holding SLDP

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return