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Genus Capital Management’s LPL Financial LPLA Stock Holding History

Genus Capital 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
2026
Q1 		– Sell
-1,972
Closed -$704K – 216
2025
Q4 		$704K Sell
1,972
-9,490
-83% -$3.36M 0.08% 139
2025
Q3 		$3.81M Buy
11,462
+35
+0.3% +$12.7K 0.44% 80
2025
Q2 		$4.28M Buy
11,427
+1,332
+13% +$467K 0.55% 64
2025
Q1 		$3.3M Buy
+10,095
New +$3.52M 0.48% 70
2024
Q2 		– Sell
-2,180
Closed -$592K – 303
2024
Q1 		$576K Buy
+2,180
New +$550K 0.07% 152
2023
Q4 		– Sell
-2,500
Closed -$562K – 300
2023
Q3 		$594K Hold
2,500
– – 0.09% 142
2023
Q2 		$544K Buy
+2,500
New +$501K 0.08% 154

Other funds holding LPLA

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Genus Capital Management's LPLA Position: Q1 2026 in Review

Genus Capital Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 1,972 shares — an estimated $704K sold.

Genus Capital Management first reported a position in LPLA in Q2 2023 and held it in 7 quarters. The position peaked at $4.28M in Q2 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Genus Capital Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Genus Capital Management sold 1,972 LPL Financial shares in Q1 2026, an estimated $704K.
  • Genus Capital Management first reported a position in LPL Financial in Q2 2023 and held it in 7 quarters.
  • Genus Capital Management's LPL Financial position peaked at $4.28M in Q2 2025.
  • 767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.