Lion Street Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Lion Street Advisors’s Portfolio GENZ Stock Details GENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$683K	Buy	+13,730	New	+$622K	0.24%	86
2023 Q3	–	Sell	-13,980	Closed	-$695K	–	254
2023 Q2	$695K	Buy	+13,980	New	+$628K	0.23%	87
2023 Q1	–	Sell	-12,730	Closed	-$633K	–	242
2022 Q4	$633K	Buy	+12,730	New	+$472K	0.33%	46
2022 Q3	–	Sell	-12,730	Closed	-$633K	–	132
2022 Q2	$633K	Buy	12,730 +325	+3%	+$11.7K	0.33%	46
2022 Q1	$497K	Sell	12,405 -325	-3%	-$13.5K	0.25%	66
2021 Q4	$560K	Hold	12,730	–	–	0.27%	58
2021 Q3	$622K	Buy	+12,730	New	+$635K	0.34%	47

Other funds holding GENZ

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWM

Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lion Street Advisors's GENZ Position: Q3 2025 in Review

Lion Street Advisors opened a new position in VanEck Digital Native Economy ETF (GENZ) in Q3 2025: 13,730 shares worth $683K. The stake represents 0.24% of the portfolio and ranks #86 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in GENZ as recently as Q2 2023.

Lion Street Advisors first reported a position in GENZ in Q3 2021 and has held it in 7 quarters since. The position peaked at $695K in Q2 2023. 23 funds tracked by Wall St. Rank hold GENZ as of Q3 2025.

Lion Street Advisors held 13,730 shares of VanEck Digital Native Economy ETF worth $683K as of Q3 2025.
VanEck Digital Native Economy ETF was a new Lion Street Advisors position in Q3 2025.
VanEck Digital Native Economy ETF made up 0.24% of Lion Street Advisors's portfolio in Q3 2025, its #86 holding.
Lion Street Advisors first reported a position in VanEck Digital Native Economy ETF in Q3 2021 and has held it in 7 quarters since.
Lion Street Advisors's VanEck Digital Native Economy ETF position peaked at $695K in Q2 2023.
23 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.