CGC Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

CGC Financial Services’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.2K	Hold	514	–	–	0.01%	149
2026 Q2	$40.2K	Hold	514	–	–	0.01%	144
2026 Q1	$38.2K	Hold	514	–	–	0.01%	140
2025 Q4	$33.3K	Hold	514	–	–	0.01%	158
2025 Q3	$29.2K	Hold	514	–	–	0.01%	163
2025 Q2	$19.7K	Hold	514	–	–	0.01%	175
2025 Q1	$19.9K	Hold	514	–	–	0.01%	167
2024 Q4	$21K	Hold	514	–	–	0.01%	160
2024 Q3	$22.4K	Hold	514	–	–	0.01%	156
2024 Q2	$19.9K	Hold	514	–	–	0.01%	160
2024 Q1	$23.3K	Hold	514	–	–	0.01%	148
2023 Q4	$26.2K	Hold	514	–	–	0.01%	146
2023 Q3	$28.4K	Hold	514	–	–	0.02%	116
2023 Q2	$33.4K	Buy	+514	New	+$32K	0.02%	112

Other funds holding LIT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Longbow Finance Lutry, Switzerland $850M AUM 42.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Catalyst Funds Management Sydney NSW, Australia $926M AUM 83.1% 1-Year Est. Return

CGC Financial Services's LIT Position: Q3 2026 in Review

CGC Financial Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2026 at 514 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #149.

CGC Financial Services first reported a position in LIT in Q2 2023 and has held it in 14 quarters since. The position peaked at $40.2K in Q2 2026. 235 funds tracked by Wall St. Rank hold LIT as of Q3 2026.

CGC Financial Services held 514 shares of Global X Lithium & Battery Tech ETF worth $35.2K as of Q3 2026.
CGC Financial Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2026.
Global X Lithium & Battery Tech ETF made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #149 holding.
CGC Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Global X Lithium & Battery Tech ETF position peaked at $40.2K in Q2 2026.
235 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.