Lake Geneva, WICIK 20532943 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 283.9K | $194.44M | 22.8% | −9.6K | Reduced |
| 2 | Blackrock ETF Trust | 2.20M | $133.53M | 15.6% | −89.5K | Reduced |
| 3 | Ishares Tr | 1.40M | $125.19M | 14.7% | −50.7K | Reduced |
| 4 | Ishares Tr |
| 778.3K |
| $77.73M |
| 9.1% |
| −38.0K |
| Reduced |
| 5 | Invesco Qqq Tr | 76.5K | $46.99M | 5.5% | −4.7K | Reduced |
| 6 | Ishares Tr | 687.3K | $45.36M | 5.3% | −21.6K | Reduced |
| 7 | Ishares Tr | 591.1K | $41.04M | 4.8% | −30.4K | Reduced |
| 8 | Ishares Inc | 540.1K | $36.31M | 4.3% | −24.7K | Reduced |
| 9 | Ishares Inc | 384.2K | $27.92M | 3.3% | −26.0K | Reduced |
| 10 | Ishares Tr | 217.8K | $26.18M | 3.1% | −8.1K | Reduced |
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