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Genesis Private Wealth’s Eli Lilly LLY Stock Holding History

Genesis Private Wealth’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 		$702K Buy
585
+15
+3% +$15.3K 0.2% 74
2026
Q1 		$524K Buy
570
+21
+4% +$21.3K 0.17% 85
2025
Q4 		$590K Buy
549
+245
+81% +$234K 0.18% 79
2025
Q3 		$232K Sell
304
-56
-16% -$41.7K 0.1% 129
2025
Q2 		$281K Buy
360
+20
+6% +$15.5K 0.13% 100
2025
Q1 		$281K Buy
340
+36
+12% +$30K 0.15% 92
2024
Q4 		$235K Buy
+304
New +$252K 0.13% 110

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Genesis Private Wealth's LLY Position: Q2 2026 in Review

Genesis Private Wealth increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $15.3K and bringing the position to 585 shares worth $702K. The position accounts for 0.2% of the portfolio, ranked #74.

Genesis Private Wealth first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,102 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Genesis Private Wealth held 585 shares of Eli Lilly worth $702K as of Q2 2026.
  • Genesis Private Wealth bought 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
  • Eli Lilly made up 0.2% of Genesis Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Genesis Private Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.