Geneos Wealth Management’s LG Display LPL Stock Holding History

Geneos Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24K	Hold	319	–	–	﹤0.01%	2393
2026 Q1	$1.24K	Hold	319	–	–	﹤0.01%	2379
2025 Q4	$1.34K	Hold	319	–	–	﹤0.01%	2379
2025 Q3	$1.67K	Sell	319 -226	-41%	-$939	﹤0.01%	2344
2025 Q2	$1.86K	Buy	545 +226	+71%	+$698	﹤0.01%	2826
2025 Q1	$992	Hold	319	–	–	﹤0.01%	2935
2024 Q4	$979	Hold	319	–	–	﹤0.01%	2774
2024 Q3	$1.29K	Hold	319	–	–	﹤0.01%	2389
2024 Q2	$1.31K	Hold	319	–	–	﹤0.01%	1947
2024 Q1	$1.31K	Hold	319	–	–	﹤0.01%	1972
2023 Q4	$1.54K	Hold	319	–	–	﹤0.01%	1962
2023 Q3	$1.56K	Buy	+319	New	+$1.68K	﹤0.01%	1974

Other funds holding LPL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geneos Wealth Management's LPL Position: Q2 2026 in Review

Geneos Wealth Management held its LG Display (LPL) position steady in Q2 2026 at 319 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Geneos Wealth Management first reported a position in LPL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.86K in Q2 2025. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

Geneos Wealth Management held 319 shares of LG Display worth $1.24K as of Q2 2026.
Geneos Wealth Management left its LG Display share count unchanged in Q2 2026.
LG Display made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2393 holding.
Geneos Wealth Management first reported a position in LG Display in Q3 2023 and has held it in 12 quarters since.
Geneos Wealth Management's LG Display position peaked at $1.86K in Q2 2025.
190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.