Geneos Wealth Management’s Lennar Class B LEN.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86K | Sell |
817
-957
| -54% | -$101K | ﹤0.01% | 1310 |
|
|
2025
Q1 | $193K | Buy |
1,774
+1,462
| +469% | +$159K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $39.2K | Sell |
312
-30
| -9% | -$3.77K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $56.2K | Buy |
342
+282
| +470% | +$46.3K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $7.95K | Hold |
60
| – | – | ﹤0.01% | 1605 |
|
|
2024
Q1 | $8.79K | Hold |
60
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q4 | $7.64K | Hold |
60
| – | – | ﹤0.01% | 1615 |
|
|
2023
Q3 | $5.83K | Hold |
60
| – | – | ﹤0.01% | 1699 |
|
|
2023
Q2 | $6.44K | Hold |
60
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q1 | $5.09K | Buy |
+60
| New | +$5.09K | ﹤0.01% | 1722 |
|
|
2019
Q1 | – | Sell |
-36
| Closed | -$1K | – | 2445 |
|
|
2018
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 2311 |
|
|
2018
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 2355 |
|
|
2018
Q2 | $1K | Sell |
36
-7
| -16% | -$194 | ﹤0.01% | 2200 |
|
|
2018
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 2110 |
|