Wealthspire Advisors (New York)’s Lazard Next Gen Technologies ETF TEKY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio TEKY Stock Details TEKY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10	Closed	-$381	–	3057
2025 Q3	$381	Buy	+10	New	+$356	﹤0.01%	2869

Other funds holding TEKY

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s TEKY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Lazard Next Gen Technologies ETF (TEKY) in Q4 2025, closing a stake of 10 shares — an estimated $381 sold.

Wealthspire Advisors (New York) first reported a position in TEKY in Q3 2025 and held it in 1 quarter. The position peaked at $381 in Q3 2025. 2 funds tracked by Wall St. Rank hold TEKY as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Lazard Next Gen Technologies ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 10 Lazard Next Gen Technologies ETF shares in Q4 2025, an estimated $381.
Wealthspire Advisors (New York) first reported a position in Lazard Next Gen Technologies ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Lazard Next Gen Technologies ETF position peaked at $381 in Q3 2025.
2 funds tracked by Wall St. Rank held Lazard Next Gen Technologies ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.