Geneos Wealth Management’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-24
| Closed | -$7.99K | – | 2515 |
|
|
2025
Q3 | $7.99K | Sell |
24
-99
| -80% | -$35.9K | ﹤0.01% | 2029 |
|
|
2025
Q2 | $46.1K | Buy |
123
+4
| +3% | +$1.4K | ﹤0.01% | 1614 |
|
|
2025
Q1 | $117K | Sell |
119
-14
| -11% | -$4.88K | ﹤0.01% | 1485 |
|
|
2024
Q4 | $43.4K | Buy |
133
+1
| +0.8% | +$296 | ﹤0.01% | 1371 |
|
|
2024
Q3 | $30.7K | Buy |
+132
| New | +$29.7K | ﹤0.01% | 1383 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$3K | – | 2827 |
|
|
2021
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 2576 |
|
|
2021
Q2 | $2K | Sell |
21
-902
| -98% | -$131K | ﹤0.01% | 2669 |
|
|
2021
Q1 | $144K | Buy |
923
+137
| +17% | +$17.5K | ﹤0.01% | 1124 |
|
|
2020
Q4 | $2K | Buy |
786
+764
| +3,473% | +$68.7K | ﹤0.01% | 2705 |
|
|
2020
Q3 | $1K | Buy |
22
+1
| +5% | +$79 | ﹤0.01% | 2540 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2480 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2417 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 2417 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 2331 |
|
|
2018
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2313 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 2356 |
|
|
2018
Q2 | $1K | Sell |
21
-430
| -95% | -$28.3K | ﹤0.01% | 2201 |
|
|
2018
Q1 | $27K | Buy |
451
+430
| +2,048% | +$26.7K | ﹤0.01% | 1257 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 2110 |
|
|
2017
Q3 | $1K | Buy |
+21
| New | +$966 | ﹤0.01% | 2057 |
|
Other funds holding LPLA
LPC
