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Geneos Wealth Management’s LPL Financial LPLA Stock Holding History

Geneos Wealth Management’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
-24
Closed -$7.99K – 2515
2025
Q3 		$7.99K Sell
24
-99
-80% -$35.9K ﹤0.01% 2029
2025
Q2 		$46.1K Buy
123
+5
+4% +$1.75K ﹤0.01% 1614
2025
Q1 		$38.6K Sell
118
-15
-11% -$5.22K ﹤0.01% 1628
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

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

Geneos Wealth Management's LPLA Position: Q4 2025 in Review

Geneos Wealth Management sold out of LPL Financial (LPLA) in Q4 2025, closing a stake of 24 shares — an estimated $7.99K sold.

Geneos Wealth Management first reported a position in LPLA in Q3 2017 and held it in 22 quarters. The position peaked at $144K in Q1 2021. 828 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

  • Geneos Wealth Management reported no remaining LPL Financial position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 24 LPL Financial shares in Q4 2025, an estimated $7.99K.
  • Geneos Wealth Management first reported a position in LPL Financial in Q3 2017 and held it in 22 quarters.
  • Geneos Wealth Management's LPL Financial position peaked at $144K in Q1 2021.
  • 828 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.