GeoWealth Management’s Lennar Class A LEN Stock Holding History

GeoWealth Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Sell	3,221 -351	-10%	-$31.4K	0.01%	665
2026 Q1	$310K	Sell	3,572 -662	-16%	-$71.5K	0.01%	601
2025 Q4	$435K	Buy	4,234 +153	+4%	+$18.5K	0.02%	480
2025 Q3	$514K	Sell	4,081 -85	-2%	-$10.6K	0.02%	443
2025 Q2	$461K	Buy	4,166 +3,391	+438%	+$367K	0.02%	418
2025 Q1	$89K	Sell	775 -2,695	-78%	-$337K	﹤0.01%	810
2024 Q4	$458K	Buy	3,470 +1,609	+86%	+$261K	0.02%	490
2024 Q3	$338K	Sell	1,861 -15	-0.8%	-$2.51K	0.01%	571
2024 Q2	$272K	Buy	1,876 +144	+8%	+$21.9K	0.01%	608
2024 Q1	$288K	Buy	1,732 +785	+83%	+$118K	0.01%	583
2023 Q4	$137K	Buy	+947	New	+$114K	0.01%	550
2021 Q4	–	Sell	-6,073	Closed	-$551K	–	398
2021 Q3	$551K	Buy	+6,073	New	+$601K	0.05%	205
2019 Q4	–	Sell	-7,011	Closed	-$379K	–	155
2019 Q3	$379K	Buy	+7,011	New	+$342K	0.09%	123

Other funds holding LEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GeoWealth Management's LEN Position: Q2 2026 in Review

GeoWealth Management reduced its Lennar Class A (LEN) stake by 9.8% in Q2 2026, selling an estimated $31.4K and leaving 3,221 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #665.

GeoWealth Management first reported a position in LEN in Q3 2019 and has held it in 13 quarters since. The position peaked at $551K in Q3 2021. 938 funds tracked by Wall St. Rank hold LEN as of Q2 2026.

GeoWealth Management held 3,221 shares of Lennar Class A worth $291K as of Q2 2026.
GeoWealth Management sold 351 Lennar Class A shares in Q2 2026, an estimated $31.4K.
Lennar Class A made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #665 holding.
GeoWealth Management first reported a position in Lennar Class A in Q3 2019 and has held it in 13 quarters since.
GeoWealth Management's Lennar Class A position peaked at $551K in Q3 2021.
938 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.