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Valeo Financial Advisors’s LG Display LPL Stock Holding History

Valeo Financial Advisors’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 		$50.3K Sell
17,047
-2,898
-15% -$9.47K ﹤0.01% 829
2026
Q2 		$77.6K Buy
19,945
+9,470
+90% +$43.5K ﹤0.01% 802
2026
Q1 		$40.6K Buy
+10,475
New +$44.3K ﹤0.01% 727

Other funds holding LPL

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Valeo Financial Advisors's LPL Position: Q3 2026 in Review

Valeo Financial Advisors reduced its LG Display (LPL) stake by 15% in Q3 2026, selling an estimated $9.47K and leaving 17,047 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Valeo Financial Advisors first reported a position in LPL in Q1 2026 and has held it in 3 quarters since. The position peaked at $77.6K in Q2 2026. 5 funds tracked by Wall St. Rank hold LPL as of Q3 2026.

  • Valeo Financial Advisors held 17,047 shares of LG Display worth $50.3K as of Q3 2026.
  • Valeo Financial Advisors sold 2,898 LG Display shares in Q3 2026, an estimated $9.47K.
  • LG Display made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #829 holding.
  • Valeo Financial Advisors first reported a position in LG Display in Q1 2026 and has held it in 3 quarters since.
  • Valeo Financial Advisors's LG Display position peaked at $77.6K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held LG Display as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.