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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's LEN Position: Q1 2026 in Review

GeoWealth Management reduced its Lennar Class A (LEN) stake by 16% in Q1 2026, selling an estimated $71.5K and leaving 3,572 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #601.

GeoWealth Management first reported a position in LEN in Q3 2019 and has held it in 12 quarters since. The position peaked at $551K in Q3 2021. 932 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

GeoWealth Management held 3,572 shares of Lennar Class A worth $310K as of Q1 2026.
GeoWealth Management sold 662 Lennar Class A shares in Q1 2026, an estimated $71.5K.
Lennar Class A made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #601 holding.
GeoWealth Management first reported a position in Lennar Class A in Q3 2019 and has held it in 12 quarters since.
GeoWealth Management's Lennar Class A position peaked at $551K in Q3 2021.
932 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.