LG
XYZ

Lane Generational’s Block Inc XYZ Stock Holding History

Lane Generational’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.29M Buy
104,600
+25,201
+32% +$1.53M 5.01% 6
2025
Q4 		$5.17M Buy
79,399
+16,174
+26% +$1.12M 4.68% 7
2025
Q3 		$4.57M Sell
63,225
-25,738
-29% -$1.93M 3.8% 9
2025
Q2 		$6.04M Sell
88,963
-1,786
-2% -$104K 5.64% 6
2025
Q1 		$4.93M Buy
90,749
+13,066
+17% +$975K 5.6% 5
2024
Q4 		$6.6M Sell
77,683
-226
-0.3% -$18.5K 6.45% 3
2024
Q3 		$5.23M Buy
77,909
+11,501
+17% +$743K 6.51% 5
2024
Q2 		$4.28M Sell
66,408
-1,793
-3% -$125K 5.07% 10
2024
Q1 		$5.77M Sell
68,201
-3,390
-5% -$245K 6.81% 2
2023
Q4 		$5.54M Sell
71,591
-503
-0.7% -$28.4K 6.89% 3
2023
Q3 		$3.19M Buy
72,094
+20,796
+41% +$1.29M 3.94% 12
2023
Q2 		$3.41M Buy
51,298
+239
+0.5% +$14.9K 4.9% 9
2023
Q1 		$3.51M Sell
51,059
-11,504
-18% -$861K 4.43% 12
2022
Q4 		$3.93M Sell
62,563
-18,268
-23% -$1.13M 5.68% 8
2022
Q3 		$4.45M Buy
80,831
+17,574
+28% +$1.24M 6.29% 2
2022
Q2 		$3.89M Buy
63,257
+7,812
+14% +$714K 5.2% 8
2022
Q1 		$7.52M Buy
55,445
+25,303
+84% +$3.06M 6.93% 2
2021
Q4 		$4.87M Buy
+30,142
New +$6.53M 4.19% 12

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return