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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
2025
Q1 		– Sell
-9,855
Closed -$3.22M – 289
2024
Q4 		$3.22M Buy
+9,855
New +$2.91M 0.44% 79
2024
Q3 		– Sell
-2,180
Closed -$609K – 210
2024
Q2 		$609K Buy
+2,180
New +$592K 0.08% 141
2024
Q1 		– Sell
-2,295
Closed -$522K – 309
2023
Q4 		$522K Buy
+2,295
New +$516K 0.08% 145

Other funds holding LPLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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. 765 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.
  • 765 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.