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GeoWealth Management’s Lennox International LII Stock Holding History

GeoWealth Management’s Portfolio LII Stock Details LII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-83
Closed -$50.6K – 1487
2024
Q4 		$50.6K Buy
83
+19
+30% +$11.9K ﹤0.01% 1158
2024
Q3 		$38.7K Buy
+64
New +$36.5K ﹤0.01% 1148

Other funds holding LII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GeoWealth Management's LII Position: Q1 2025 in Review

GeoWealth Management sold out of Lennox International (LII) in Q1 2025, closing a stake of 83 shares — an estimated $50.6K sold.

GeoWealth Management first reported a position in LII in Q3 2024 and held it in 2 quarters. The position peaked at $50.6K in Q4 2024. 635 funds tracked by Wall St. Rank hold LII as of Q1 2025.

  • GeoWealth Management reported no remaining Lennox International position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 83 Lennox International shares in Q1 2025, an estimated $50.6K.
  • GeoWealth Management first reported a position in Lennox International in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Lennox International position peaked at $50.6K in Q4 2024.
  • 635 funds tracked by Wall St. Rank held Lennox International as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.