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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
Q2 		$980K Sell
817
-51
-6% -$52.1K 0.27% 81
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Eli Lilly (LLY) stake by 5.9% in Q2 2026, selling an estimated $52.1K and leaving 817 shares worth $980K. The position accounts for 0.27% of the portfolio, ranked #81.

Gen-Wealth Partners first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gen-Wealth Partners held 817 shares of Eli Lilly worth $980K as of Q2 2026.
  • Gen-Wealth Partners sold 51 Eli Lilly shares in Q2 2026, an estimated $52.1K.
  • Eli Lilly made up 0.27% of Gen-Wealth Partners's portfolio in Q2 2026, its #81 holding.
  • Gen-Wealth Partners first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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