Gen-Wealth Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Gen-Wealth Partners’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$645K	Buy	8,041 +874	+12%	+$67.8K	0.18%	118
2026 Q1	$503K	Sell	7,167 -321	-4%	-$23.6K	0.16%	132
2025 Q4	$555K	Sell	7,488 -587	-7%	-$43.2K	0.18%	116
2025 Q3	$586K	Buy	8,075 +124	+2%	+$8.66K	0.2%	115
2025 Q2	$535K	Sell	7,951 -212	-3%	-$13.2K	0.21%	122
2025 Q1	$495K	Sell	8,163 -289	-3%	-$18.5K	0.21%	135
2024 Q4	$541K	Sell	8,452 -1,021	-11%	-$65.8K	0.23%	118
2024 Q3	$599K	Sell	9,473 -250	-3%	-$15.1K	0.26%	97
2024 Q2	$578K	Buy	9,723 +151	+2%	+$8.63K	0.28%	83
2024 Q1	$550K	Buy	+9,572	New	+$524K	0.27%	88

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gen-Wealth Partners's LCTU Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 12% in Q2 2026, buying an estimated $67.8K and bringing the position to 8,041 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #118.

Gen-Wealth Partners first reported a position in LCTU in Q1 2024 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Gen-Wealth Partners held 8,041 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $645K as of Q2 2026.
Gen-Wealth Partners bought 874 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $67.8K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.18% of Gen-Wealth Partners's portfolio in Q2 2026, its #118 holding.
Gen-Wealth Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.