GenWealth Group’s Eli Lilly LLY Stock Holding History

GenWealth Group’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	$481K	Hold	401	–	–	0.07%	59
2026 Q1	$369K	Hold	401	–	–	0.06%	63
2025 Q4	$427K	Buy	401 +121	+43%	+$116K	0.07%	62
2025 Q3	$214K	Hold	280	–	–	0.04%	68
2025 Q2	$218K	Hold	280	–	–	0.04%	65
2025 Q1	$231K	Buy	+280	New	+$233K	0.05%	64

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GenWealth Group's LLY Position: Q2 2026 in Review

GenWealth Group held its Eli Lilly (LLY) position steady in Q2 2026 at 401 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #59.

GenWealth Group first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 1,565 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

GenWealth Group held 401 shares of Eli Lilly worth $481K as of Q2 2026.
GenWealth Group left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.07% of GenWealth Group's portfolio in Q2 2026, its #59 holding.
GenWealth Group first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
1,565 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.