Lpl Financial Holdings shares owned by Genus Capital Management
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by Genus Capital Management
from 13F filings
Historical chart of Genus Capital Management investment in Lpl Financial Holdings
Tip: Access up to 7 years of quarterly data
All positions including Lpl Financial Holdings held by Genus Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Lpl Financial Holdings by Genus Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 12k | 332.69 |
| 2025-06-30 | $4.3M | 11k | 374.97 |
| 2025-03-31 | $3.3M | 10k | 327.14 |
| 2024-12-31 | $3.2M | 9.9k | 326.51 |
| 2024-06-30 | $609k | 2.2k | 279.30 |
| 2024-03-31 | $576k | 2.2k | 264.20 |
| 2023-12-31 | $522k | 2.3k | 227.62 |
| 2023-09-30 | $594k | 2.5k | 237.65 |
| 2023-06-30 | $544k | 2.5k | 217.43 |