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Gen-Wealth Partners’s Lincoln National LNC Stock Holding History

Gen-Wealth Partners’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.83K Hold
80
– – ﹤0.01% 625
2026
Q1 		$2.84K Hold
80
– – ﹤0.01% 627
2025
Q4 		$3.56K Hold
80
– – ﹤0.01% 583
2025
Q3 		$3.23K Hold
80
– – ﹤0.01% 588
2025
Q2 		$2.77K Hold
80
– – ﹤0.01% 549
2025
Q1 		$2.87K Hold
80
– – ﹤0.01% 531
2024
Q4 		$2.54K Hold
80
– – ﹤0.01% 568
2024
Q3 		$2.69K Buy
+80
New +$2.49K ﹤0.01% 588

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gen-Wealth Partners held its Lincoln National (LNC) position steady in Q2 2026 at 80 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Gen-Wealth Partners first reported a position in LNC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.56K in Q4 2025. 348 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Gen-Wealth Partners held 80 shares of Lincoln National worth $2.83K as of Q2 2026.
  • Gen-Wealth Partners left its Lincoln National share count unchanged in Q2 2026.
  • Lincoln National made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #625 holding.
  • Gen-Wealth Partners first reported a position in Lincoln National in Q3 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's Lincoln National position peaked at $3.56K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

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