Institutions / Denver Wealth Management, Inc. / Activity
Activity — Denver Wealth Management, Inc.
118 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 52110K400 | $19.74M | +563K | 562,823 5.65% of portfolio | medium |
| Q2 2026 as of | Trim | 47103U845 | $-9.84M | -195K -81.67% | 43,718 0.63% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $9.81M | +79K +230.07% | 113,385 4.03% of portfolio | medium |
| Q2 2026 as of | New | 746729300 | $8.75M | +172K | 171,680 2.50% of portfolio | medium |
| Q2 2026 as of | Trim | 78464A508 | $-7.54M | -124K -85.27% | 21,428 0.37% of portfolio | medium |
| Q2 2026 as of | Add | 78464A854 | $6.04M | +69K +9.02% | 830,210 20.89% of portfolio | medium |
| Q2 2026 as of | New | 72201R585 | $5.09M | +192K | 191,761 1.46% of portfolio | medium |
| Q2 2026 as of | Add | 37960A438 | $3.29M | +33K +80.60% | 73,573 2.11% of portfolio | low |
| Q2 2026 as of | New | The PNC Financial Services Group, Inc. | $2.74M | +11K | 11,118 0.78% of portfolio | low |
| Q2 2026 as of | New | 922908363 | $2.29M | +3K | 3,338 0.66% of portfolio | low |
| Q2 2026 as of | Add | 46138G698 | $2.04M | +16K +10.00% | 175,559 6.42% of portfolio | low |
| Q2 2026 as of | Add | 464288307 | $1.93M | +20K +37.05% | 72,745 2.05% of portfolio | low |
| Q2 2026 as of | Add | 46138G649 | $1.59M | +5K +2.47% | 217,587 18.87% of portfolio | low |
| Q2 2026 as of | Add | 33738R506 | $1.46M | +18K +12.02% | 167,798 3.89% of portfolio | low |
| Q2 2026 as of | Trim | 74933W452 | $-1.17M | -23K -53.77% | 20,194 0.29% of portfolio | low |
| Q2 2026 as of | Add | 464287200 | $1.08M | +1K +165.07% | 2,322 0.50% of portfolio | low |
| Q2 2026 as of | Add | 464289875 | $1.07M | +21K +107.66% | 41,217 0.59% of portfolio | low |
| Q2 2026 as of | Add | 46137V472 | $972.5K | +9K +12.86% | 75,628 2.44% of portfolio | low |
| Q2 2026 as of | Add | 46137V274 | $804.2K | +10K +10.42% | 105,068 2.44% of portfolio | low |
| Q2 2026 as of | Add | 922908736 | $784.4K | +9K +542.99% | 10,783 0.27% of portfolio | low |
| Q2 2026 as of | Trim | Home Depot, Inc. | $-764.4K | -2K -54.09% | 1,840 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 46138J791 | $-762.7K | -39K -72.29% | 14,969 0.08% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc | $755.8K | +2K +85.86% | 3,890 0.47% of portfolio | low |
| Q2 2026 as of | Trim | 74933W460 | $-696.1K | -14K -57.57% | 10,259 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 97717Y527 | $-602.8K | -12K -23.81% | 38,312 0.55% of portfolio | low |
| Q2 2026 as of | Trim | 31609A404 | $-594.5K | -15K -66.93% | 7,321 0.08% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $570.8K | +3K | 3,341 0.16% of portfolio | low |
| Q2 2026 as of | Exit | 81369Y506 | $-568.9K | -13K -100.00% | — | low |
| Q2 2026 as of | Trim | 78464A409 | $-556.2K | -5K -7.09% | 61,214 2.09% of portfolio | low |
| Q2 2026 as of | New | 921943858 | $537.6K | +8K | 7,545 0.15% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc | $525.7K | +905 | 905 0.15% of portfolio | low |
| Q2 2026 as of | New | Intel Corp | $496.0K | +4K | 3,552 0.14% of portfolio | low |
| Q2 2026 as of | New | 922908751 | $472.8K | +2K | 1,560 0.14% of portfolio | low |
| Q2 2026 as of | New | FRMI Fermi Inc. Common Stock | $470.3K | +51K | 51,340 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 78468R408 | $-466.9K | -19K -61.12% | 11,864 0.09% of portfolio | low |
| Q2 2026 as of | New | Broadcom Inc. | $403.4K | +1K | 1,068 0.12% of portfolio | low |
| Q2 2026 as of | Add | 92189F676 | $402.8K | +614 +18.85% | 3,871 0.73% of portfolio | low |
| Q2 2026 as of | New | 92203C303 | $376.6K | +8K | 7,566 0.11% of portfolio | low |
| Q2 2026 as of | Exit | 46654Q781 | $-364.7K | -5K -100.00% | — | low |
| Q2 2026 as of | Trim | 33734H106 | $-363.6K | -8K -25.03% | 22,600 0.31% of portfolio | low |
| Q2 2026 as of | Trim | 46137V241 | $-357.2K | -4K -13.14% | 26,203 0.68% of portfolio | low |
| Q2 2026 as of | New | 92204A702 | $333.0K | +3K | 2,786 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 19761L706 | $-331.5K | -8K -25.60% | 22,263 0.28% of portfolio | low |
| Q2 2026 as of | Exit | 032108409 | $-322.4K | -7K -100.00% | — | low |
| Q2 2026 as of | Add | 81369Y605 | $315.8K | +6K +107.99% | 11,346 0.17% of portfolio | low |
| Q2 2026 as of | New | 922908652 | $315.8K | +1K | 1,283 0.09% of portfolio | low |
| Q2 2026 as of | Exit | 02072L151 | $-310.0K | -11K -100.00% | — | low |
| Q2 2026 as of | Trim | 46138J783 | $-303.3K | -15K -58.81% | 10,831 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 78464A763 | $-299.0K | -2K -9.19% | 19,426 0.85% of portfolio | low |
| Q2 2026 as of | Add | 97717X669 | $298.0K | +3K +20.03% | 18,677 0.51% of portfolio | low |