CWM
LAC

Centricity Wealth Management’s Lithium Americas LAC Stock Holding History

Centricity Wealth Management’s Portfolio LAC Stock Details LAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$402 Hold
150
– – ﹤0.01% 425
2025
Q1 		$407 Hold
150
– – ﹤0.01% 440
2024
Q4 		$446 Buy
+150
New +$520 ﹤0.01% 446

Other funds holding LAC

GMH
General Motors Holdings Detroit, Michigan $79.8M AUM 24.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centricity Wealth Management's LAC Position: Q2 2025 in Review

Centricity Wealth Management held its Lithium Americas (LAC) position steady in Q2 2025 at 150 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Centricity Wealth Management first reported a position in LAC in Q4 2024 and has held it in 3 quarters since. The position peaked at $446 in Q4 2024. 205 funds tracked by Wall St. Rank hold LAC as of Q2 2025.

  • Centricity Wealth Management held 150 shares of Lithium Americas worth $402 as of Q2 2025.
  • Centricity Wealth Management left its Lithium Americas share count unchanged in Q2 2025.
  • Lithium Americas made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #425 holding.
  • Centricity Wealth Management first reported a position in Lithium Americas in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Lithium Americas position peaked at $446 in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Lithium Americas as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.