D.J. St. Germain’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

D.J. St. Germain’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 Q2	$17.2K	Hold	220	–	–	﹤0.01%	612
2026 Q1	$16.4K	Hold	220	–	–	﹤0.01%	592
2025 Q4	$14.3K	Hold	220	–	–	﹤0.01%	620
2025 Q3	$12.5K	Hold	220	–	–	﹤0.01%	622
2025 Q2	$8.45K	Hold	220	–	–	﹤0.01%	673
2025 Q1	$8.54K	Hold	220	–	–	﹤0.01%	577
2024 Q4	$8.97K	Hold	220	–	–	﹤0.01%	595
2024 Q3	$9.59K	Hold	220	–	–	﹤0.01%	550
2024 Q2	$8.54K	Hold	220	–	–	﹤0.01%	555
2024 Q1	$9.96K	Hold	220	–	–	﹤0.01%	555
2023 Q4	$11.2K	Hold	220	–	–	﹤0.01%	545
2023 Q3	$12.1K	Hold	220	–	–	﹤0.01%	514
2023 Q2	$14.3K	Buy	+220	New	+$13.7K	﹤0.01%	505

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.J. St. Germain's LIT Position: Q2 2026 in Review

D.J. St. Germain held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 220 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

D.J. St. Germain first reported a position in LIT in Q2 2023 and has held it in 13 quarters since. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

D.J. St. Germain held 220 shares of Global X Lithium & Battery Tech ETF worth $17.2K as of Q2 2026.
D.J. St. Germain left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #612 holding.
D.J. St. Germain first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and has held it in 13 quarters since.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.