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GC Wealth Management RIA’s LPL Financial LPLA Stock Holding History

GC Wealth Management RIA’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-643
Closed -$214K – 714
2025
Q3 		$214K Buy
643
+48
+8% +$17.4K 0.01% 803
2025
Q2 		$223K Buy
+595
New +$208K 0.02% 498
2025
Q1 		– Sell
-663
Closed -$216K – 319
2024
Q4 		$216K Buy
+663
New +$196K 0.04% 272
2024
Q3 		– Sell
-728
Closed -$203K – 300
2024
Q2 		$203K Buy
+728
New +$198K 0.04% 261

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GC Wealth Management RIA's LPLA Position: Q4 2025 in Review

GC Wealth Management RIA sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 643 shares — an estimated $214K sold.

GC Wealth Management RIA first reported a position in LPLA in Q2 2024 and held it in 4 quarters. The position peaked at $223K in Q2 2025. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • GC Wealth Management RIA reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 643 LPL Financial shares in Q4 2025, an estimated $214K.
  • GC Wealth Management RIA first reported a position in LPL Financial in Q2 2024 and held it in 4 quarters.
  • GC Wealth Management RIA's LPL Financial position peaked at $223K in Q2 2025.
  • 828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.