Geneos Wealth Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $76.1K | Sell |
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|
2025
Q2 | $110K | Sell |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $72.9K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $65.5K | Buy |
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|
2024
Q1 | $75K | Buy |
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|
2023
Q4 | $64.8K | Buy |
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|
2023
Q3 | $48K | Buy |
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|
2023
Q2 | $53.5K | Buy |
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|
2023
Q1 | $44.8K | Buy |
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|
2022
Q4 | $38.5K | Buy |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $86K | Sell |
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|
2021
Q2 | $96K | Buy |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $62K | Buy |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $12K | Sell |
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|
2019
Q4 | $64K | Buy |
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|
2019
Q3 | $52K | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $48K | Sell |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $94K | Sell |
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|
2018
Q1 | $128K | Buy |
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|
2017
Q4 | $55K | Sell |
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|
2017
Q3 | $381K | Sell |
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|
2017
Q2 | $390K | Sell |
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|
2017
Q1 | $382K | Buy |
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|
2016
Q4 | $37K | Sell |
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|
2016
Q3 | $249K | Buy |
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|
2016
Q2 | $271K | Buy |
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|
2016
Q1 | $42K | Buy |
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