CoreCap Advisors’s Lithium Americas LAC Stock Holding History

CoreCap Advisors’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
2026 Q3	$8K	Sell	3,040 -986	-24%	-$3.02K	﹤0.01%	2127
2026 Q2	$15.5K	Hold	4,026	–	–	﹤0.01%	1901
2026 Q1	$15.9K	Sell	4,026 -515	-11%	-$2.53K	﹤0.01%	1769
2025 Q4	$19.8K	Buy	4,541 +10	+0.2%	+$58	﹤0.01%	1688
2025 Q3	$25.9K	Sell	4,531 -4,751	-51%	-$15K	﹤0.01%	1576
2025 Q2	$24.9K	Buy	9,282 +3,032	+49%	+$8.4K	﹤0.01%	1526
2025 Q1	$16.9K	Sell	6,250 -9,038	-59%	-$27.2K	﹤0.01%	1613
2024 Q4	$45.4K	Buy	15,288 +8,773	+135%	+$30.4K	﹤0.01%	1229
2024 Q3	$17.6K	Buy	6,515 +1,500	+30%	+$3.81K	﹤0.01%	1613
2024 Q2	$13.4K	Buy	5,015 +625	+14%	+$2.76K	﹤0.01%	1001
2024 Q1	$29.5K	Buy	+4,390	New	+$22.8K	﹤0.01%	1318

Other funds holding LAC

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

CoreCap Advisors's LAC Position: Q3 2026 in Review

CoreCap Advisors reduced its Lithium Americas (LAC) stake by 24% in Q3 2026, selling an estimated $3.02K and leaving 3,040 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

CoreCap Advisors first reported a position in LAC in Q1 2024 and has held it in 11 quarters since. The position peaked at $45.4K in Q4 2024. 52 funds tracked by Wall St. Rank hold LAC as of Q3 2026.

CoreCap Advisors held 3,040 shares of Lithium Americas worth $8K as of Q3 2026.
CoreCap Advisors sold 986 Lithium Americas shares in Q3 2026, an estimated $3.02K.
Lithium Americas made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2127 holding.
CoreCap Advisors first reported a position in Lithium Americas in Q1 2024 and has held it in 11 quarters since.
CoreCap Advisors's Lithium Americas position peaked at $45.4K in Q4 2024.
52 funds tracked by Wall St. Rank held Lithium Americas as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.