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GeoWealth Management’s LPL Financial LPLA Stock Holding History

GeoWealth 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
-585
Closed -$209K – 888
2025
Q4 		$209K Sell
585
-42
-7% -$14.9K 0.01% 652
2025
Q3 		$209K Sell
627
-28
-4% -$10.1K 0.01% 682
2025
Q2 		$246K Buy
655
+43
+7% +$15.1K 0.01% 601
2025
Q1 		$200K Sell
612
-164
-21% -$57.1K 0.01% 658
2024
Q4 		$253K Sell
776
-204
-21% -$60.3K 0.01% 675
2024
Q3 		$228K Buy
980
+92
+10% +$20.7K 0.01% 677
2024
Q2 		$248K Buy
888
+114
+15% +$30.9K 0.01% 626
2024
Q1 		$204K Buy
+774
New +$195K 0.01% 683

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 $298B AUM 21.96% 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

GeoWealth Management's LPLA Position: Q1 2026 in Review

GeoWealth Management sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 585 shares — an estimated $209K sold.

GeoWealth Management first reported a position in LPLA in Q1 2024 and held it in 8 quarters. The position peaked at $253K in Q4 2024. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • GeoWealth Management reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 585 LPL Financial shares in Q1 2026, an estimated $209K.
  • GeoWealth Management first reported a position in LPL Financial in Q1 2024 and held it in 8 quarters.
  • GeoWealth Management's LPL Financial position peaked at $253K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.