Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$292,660
-$242,530 QoQ
Shares Held
244
-51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,174
of 4,605 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026TriaGen Wealth Management LLC holds $5,132,608 across 5 Drug Manufacturers - General names. LLY ranks #4 (5.7% of the industry book) .
All Filings in LLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,660 | 244 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $535,190 | 498 | Shares | Sole | 2026-01-27 | |
| 2024-12-31 | $279,464 | 362 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $940,868 | 1,062 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $691,710 | 764 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $593,583 | 763 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $450,014 | 772 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,092,522 | 2,034 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $329,223 | 702 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||