Genus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $704K | Sell |
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|
2025
Q3 | $3.81M | Buy |
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|
2025
Q2 | $4.28M | Buy |
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|
2025
Q1 | $3.3M | Buy |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $576K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $544K | Buy |
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