West Oak Capital’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

West Oak Capital’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$37	Hold	65	–	–	﹤0.01%	235
2025 Q2	$25	Hold	65	–	–	﹤0.01%	268
2025 Q1	$25	Hold	65	–	–	﹤0.01%	269
2024 Q4	$27K	Hold	65	–	–	﹤0.01%	271
2024 Q3	$28	Hold	65	–	–	﹤0.01%	271
2024 Q2	$2.52K	Hold	65	–	–	﹤0.01%	289
2024 Q1	$3K	Hold	65	–	–	﹤0.01%	275
2023 Q4	$3K	Hold	65	–	–	﹤0.01%	277
2023 Q3	$4K	Hold	65	–	–	﹤0.01%	276
2023 Q2	$4.23K	Hold	65	–	–	﹤0.01%	279
2023 Q1	$4.13K	Hold	65	–	–	﹤0.01%	279
2022 Q4	$4K	Hold	65	–	–	﹤0.01%	245
2022 Q3	$4K	Hold	65	–	–	﹤0.01%	288
2022 Q2	$5K	Buy	+65	New	+$4.62K	﹤0.01%	272

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

West Oak Capital's LIT Position: Q3 2025 in Review

West Oak Capital held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2025 at 65 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #235.

West Oak Capital first reported a position in LIT in Q2 2022 and has held it in 14 quarters since. The position peaked at $27K in Q4 2024. 249 funds tracked by Wall St. Rank hold LIT as of Q3 2025.

West Oak Capital held 65 shares of Global X Lithium & Battery Tech ETF worth $37 as of Q3 2025.
West Oak Capital left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2025.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #235 holding.
West Oak Capital first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and has held it in 14 quarters since.
West Oak Capital's Global X Lithium & Battery Tech ETF position peaked at $27K in Q4 2024.
249 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.