Gen-Wealth Partners’s Eli Lilly LLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$798K	Sell	868 -15	-2%	-$15.2K	0.25%	82
2025 Q4	$949K	Sell	883 -71	-7%	-$67.9K	0.3%	68
2025 Q3	$728K	Buy	954 +700	+276%	+$521K	0.25%	102
2025 Q2	$198K	Hold	254	–	–	0.08%	220
2025 Q1	$210K	Sell	254 -12	-5%	-$9.98K	0.09%	203
2024 Q4	$205K	Buy	266 +2	+0.8%	+$1.66K	0.09%	210
2024 Q3	$224K	Sell	264 -80	-23%	-$71.9K	0.1%	206
2024 Q2	$311K	Buy	344 +91	+36%	+$72.8K	0.15%	160
2024 Q1	$197K	Buy	+253	New	+$180K	0.1%	202

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gen-Wealth Partners's LLY Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Eli Lilly (LLY) stake by 1.7% in Q1 2026, selling an estimated $15.2K and leaving 868 shares worth $798K. The position accounts for 0.25% of the portfolio, ranked #82.

Gen-Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $949K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Gen-Wealth Partners held 868 shares of Eli Lilly worth $798K as of Q1 2026.
Gen-Wealth Partners sold 15 Eli Lilly shares in Q1 2026, an estimated $15.2K.
Eli Lilly made up 0.25% of Gen-Wealth Partners's portfolio in Q1 2026, its #82 holding.
Gen-Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Eli Lilly position peaked at $949K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.