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Compass Wealth Management’s LGI Homes LGIH Stock Holding History

Compass Wealth Management’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.6K Buy
+700
New +$39.1K 0.01% 297

Other funds holding LGIH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $90.5M AUM 17.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Compass Wealth Management's LGIH Position: Q3 2026 in Review

Compass Wealth Management opened a new position in LGI Homes (LGIH) in Q3 2026: 700 shares worth $32.6K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

95 funds tracked by Wall St. Rank hold LGIH as of Q3 2026.

  • Compass Wealth Management held 700 shares of LGI Homes worth $32.6K as of Q3 2026.
  • LGI Homes was a new Compass Wealth Management position in Q3 2026.
  • LGI Homes made up 0.01% of Compass Wealth Management's portfolio in Q3 2026, its #297 holding.
  • 95 funds tracked by Wall St. Rank held LGI Homes as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.