Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$979,934
+$181,574 QoQ
Shares Held
817
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#3,164
of 4,605 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $10,373,715 across 10 Drug Manufacturers - General names. LLY ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,624 | $3,206,117 | |
| 2 | MRK |
Merck & Co., Inc.
|
20,497 | $2,633,864 | |
| 3 | AMGN |
Amgen Inc
|
6,118 | $2,215,450 | |
| 4 | LLY |
ELI LILLY & Co
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|
817 | $979,934 | |
| 5 | ABBV |
AbbVie Inc.
|
3,074 | $773,541 | |
| 6 | NVO |
Novo Nordisk A S
|
4,264 | $204,416 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,024 | $174,242 | |
| 8 | PFE |
Pfizer Inc
|
6,648 | $160,083 |
All Filings in LLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,934 | 817 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $798,360 | 868 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $948,942 | 883 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $727,902 | 954 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $198,000 | 254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,781 | 254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,352 | 266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,888 | 264 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $311,450 | 344 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $196,823 | 253 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||