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Geneos Wealth Management’s Limoneira LMNR Stock Holding History

Geneos Wealth Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-233
Closed -$4K – 3002
2021
Q1 		$4K Buy
+233
New +$3.85K ﹤0.01% 2719

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Geneos Wealth Management's LMNR Position: Q2 2021 in Review

Geneos Wealth Management sold out of Limoneira (LMNR) in Q2 2021, closing a stake of 233 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in LMNR in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 73 funds tracked by Wall St. Rank hold LMNR as of Q2 2021.

  • Geneos Wealth Management reported no remaining Limoneira position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 233 Limoneira shares in Q2 2021, an estimated $4K.
  • Geneos Wealth Management first reported a position in Limoneira in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Limoneira position peaked at $4K in Q1 2021.
  • 73 funds tracked by Wall St. Rank held Limoneira as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.