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Gen-Wealth Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Gen-Wealth Partners’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
2024
Q4 		– Sell
-100
Closed -$4.33K – 666
2024
Q3 		$4.33K Hold
100
– – ﹤0.01% 557
2024
Q2 		$3.88K Hold
100
– – ﹤0.01% 541
2024
Q1 		$4.53K Buy
+100
New +$4.46K ﹤0.01% 521

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Gen-Wealth Partners's LIT Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2024, closing a stake of 100 shares — an estimated $4.33K sold.

Gen-Wealth Partners first reported a position in LIT in Q1 2024 and held it in 3 quarters. The position peaked at $4.53K in Q1 2024. 267 funds tracked by Wall St. Rank hold LIT as of Q4 2024.

  • Gen-Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 100 Global X Lithium & Battery Tech ETF shares in Q4 2024, an estimated $4.33K.
  • Gen-Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $4.53K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.