Gleason Group’s LG Display LPL Stock Holding History

Gleason Group’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-957	Closed	-$3.72K	–	441
2026 Q2	$3.72K	Buy	+957	New	+$4.39K	﹤0.01%	370

Other funds holding LPL

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Gleason Group's LPL Position: Q3 2026 in Review

Gleason Group sold out of LG Display (LPL) in Q3 2026, closing a stake of 957 shares — an estimated $3.72K sold.

Gleason Group first reported a position in LPL in Q2 2026 and held it in 1 quarter. The position peaked at $3.72K in Q2 2026. 12 funds tracked by Wall St. Rank hold LPL as of Q3 2026.

Gleason Group reported no remaining LG Display position as of Q3 2026 after selling out during the quarter.
Gleason Group sold 957 LG Display shares in Q3 2026, an estimated $3.72K.
Gleason Group first reported a position in LG Display in Q2 2026 and held it in 1 quarter.
Gleason Group's LG Display position peaked at $3.72K in Q2 2026.
12 funds tracked by Wall St. Rank held LG Display as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.