LPL Financial’s Genius Sports GENI Stock Holding History

LPL Financial’s Portfolio GENI Stock Details GENI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.82M	Buy	317,469 +10,906	+4%	+$76.2K	﹤0.01%	3904
2026 Q2	$1.86M	Buy	306,563 +15,071	+5%	+$78K	﹤0.01%	3831
2026 Q1	$1.29M	Buy	291,492 +45,155	+18%	+$321K	﹤0.01%	3926
2025 Q4	$2.71M	Buy	246,337 +32,219	+15%	+$351K	﹤0.01%	3105
2025 Q3	$2.65M	Buy	214,118 +88,181	+70%	+$1.05M	﹤0.01%	3056
2025 Q2	$1.31M	Buy	125,937 +5,187	+4%	+$51.8K	﹤0.01%	3509
2025 Q1	$1.21M	Buy	120,750 +105,279	+680%	+$976K	﹤0.01%	3394
2024 Q4	$134K	Buy	15,471 +685	+5%	+$5.72K	﹤0.01%	4925
2024 Q3	$116K	Buy	+14,786	New	+$103K	﹤0.01%	4866
2022 Q1	–	Sell	-34,370	Closed	-$261K	–	4272
2021 Q4	$261K	Sell	34,370 -34,742	-50%	-$468K	﹤0.01%	3787
2021 Q3	$1.29M	Buy	69,112 +7,579	+12%	+$139K	﹤0.01%	2413
2021 Q2	$1.16M	Buy	+61,533	New	+$1.22M	﹤0.01%	2447

Other funds holding GENI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

LPL Financial's GENI Position: Q3 2026 in Review

LPL Financial increased its Genius Sports (GENI) stake by 3.6% in Q3 2026, buying an estimated $76.2K and bringing the position to 317,469 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #3904.

LPL Financial first reported a position in GENI in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.71M in Q4 2025. 97 funds tracked by Wall St. Rank hold GENI as of Q3 2026.

LPL Financial held 317,469 shares of Genius Sports worth $1.82M as of Q3 2026.
LPL Financial bought 10,906 Genius Sports shares in Q3 2026, an estimated $76.2K.
Genius Sports made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3904 holding.
LPL Financial first reported a position in Genius Sports in Q2 2021 and has held it in 12 quarters since.
LPL Financial's Genius Sports position peaked at $2.71M in Q4 2025.
97 funds tracked by Wall St. Rank held Genius Sports as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.