LPL FINL HLDGS INC

Ticker: LPLA CUSIP: 50212V100 Class: COM

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 24 Value ($000) $8 Avg Close $362.48 Range $318.87 - $403.58
Q2 2025
Shares 123 Value ($000) $46 Avg Close $350.35 Range $262.83 - $390.23
Q1 2025
Shares 1 Value ($000) $78 Avg Close $348.21 Range $306.71 - $384.04
Q4 2024
Shares 133 Value ($000) $43 Avg Close $295.72 Range $222.75 - $336.40
Q3 2024
Shares 132 Value ($000) $31 Avg Close $225.33 Range $187.19 - $284.59
Q3 2021
Shares 21 Value ($000) $3 Avg Close $143.63 Range $127.03 - $161.87
Q2 2021
Shares 21 Value ($000) $2 Avg Close $145.43 Range $134.34 - $159.74
Q1 2021
Shares 923 Value ($000) $144 Avg Close $127.60 Range $101.90 - $147.69
Q4 2020
Shares 786 Value ($000) $2 Avg Close $89.87 Range $75.14 - $105.77
Q3 2020
Shares 22 Value ($000) $1 Avg Close $79.40 Range $73.14 - $85.76
Q2 2020
Shares 21 Value ($000) $1 Avg Close $66.82 Range $47.57 - $86.25
Q1 2020
Shares 21 Value ($000) $1 Avg Close $80.62 Range $32.01 - $99.60
Q4 2019
Shares 21 Value ($000) $1 Avg Close $85.83 Range $70.14 - $94.70
Q3 2019
Shares 21 Value ($000) $1 Avg Close $80.03 Range $70.08 - $89.89
Q2 2019
Shares 21 Value ($000) $1 Avg Close $79.12 Range $69.75 - $86.09
Q1 2019
Shares 21 Value ($000) $1 Avg Close $72.07 Range $59.48 - $79.34
Q4 2018
Shares 21 Value ($000) $1 Avg Close $60.96 Range $52.03 - $66.33
Q3 2018
Shares 21 Value ($000) $1 Avg Close $66.30 Range $63.31 - $71.46
Q2 2018
Shares 21 Value ($000) $1 Avg Close $65.72 Range $56.31 - $73.28
Q1 2018
Shares 451 Value ($000) $27 Avg Close $61.98 Range $55.86 - $66.64
Q4 2017
Shares 21 Value ($000) $1 Avg Close $52.62 Range $48.13 - $57.90
Q3 2017
Shares 21 Value ($000) $1 Avg Close $46.02 Range $41.92 - $52.27