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Disclosery

LPL Financial LLC: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on GEN, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 165,131 GEN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,131 shares
    Change vs previous 13F +30,796 shares

    <0.01% of the 13F portfolio, value $4,110,090.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 134,335 shares
    Change vs previous 13F -2,254 shares

    <0.01% of the 13F portfolio, value $2,529,525.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 136,589 shares
    Change vs previous 13F -10,723 shares

    <0.01% of the 13F portfolio, value $3,713,851.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 147,312 shares
    Change vs previous 13F +11,446 shares

    <0.01% of the 13F portfolio, value $4,182,177.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 135,866 shares
    Change vs previous 13F -7,284 shares

    <0.01% of the 13F portfolio, value $3,994,449.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 143,150 shares
    Change vs previous 13F +28,349 shares

    <0.01% of the 13F portfolio, value $3,799,214.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 114,801 shares
    Change vs previous 13F -19,731 shares

    <0.01% of the 13F portfolio, value $3,143,244.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 134,532 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,690,201.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).