LPL Financial
GENY

LPL Financial’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

LPL Financial’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,483
Closed -$218K – 4967
2023
Q3 		$218K Sell
5,483
-141
-3% -$5.96K ﹤0.01% 4169
2023
Q2 		$241K Sell
5,624
-484
-8% -$20.1K ﹤0.01% 4016
2023
Q1 		$262K Buy
6,108
+22
+0.4% +$941 ﹤0.01% 3845
2022
Q4 		$234K Sell
6,086
-1,591
-21% -$58.1K ﹤0.01% 3862
2022
Q3 		$261K Sell
7,677
-1,908
-20% -$75.1K ﹤0.01% 3719
2022
Q2 		$377K Sell
9,585
-6,393
-40% -$275K ﹤0.01% 3443
2022
Q1 		$781K Sell
15,978
-114,390
-88% -$5.87M ﹤0.01% 2824
2021
Q4 		$7.52M Buy
130,368
+5,016
+4% +$307K 0.01% 1191
2021
Q3 		$7.62M Buy
125,352
+12,347
+11% +$783K 0.01% 1109
2021
Q2 		$7.51M Buy
113,005
+104,921
+1,298% +$6.74M 0.01% 1077
2021
Q1 		$494K Buy
8,084
+4,535
+128% +$284K ﹤0.01% 3032
2020
Q4 		$206K Buy
+3,549
New +$190K ﹤0.01% 3500
2018
Q3 		– Sell
-5,550
Closed -$205K – 3323
2018
Q2 		$205K Buy
+5,550
New +$202K ﹤0.01% 2970

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LPL Financial's GENY Position: Q4 2023 in Review

LPL Financial sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 5,483 shares — an estimated $218K sold.

LPL Financial first reported a position in GENY in Q2 2018 and held it in 13 quarters. The position peaked at $7.62M in Q3 2021. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • LPL Financial reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • LPL Financial sold 5,483 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $218K.
  • LPL Financial first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q2 2018 and held it in 13 quarters.
  • LPL Financial's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $7.62M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.