GeoWealth Management’s Limbach Holdings LMB Stock Holding History

GeoWealth Management’s Portfolio LMB Stock Details LMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-38	Closed	-$3.25K	–	1490
2024 Q4	$3.25K	Buy	+38	New	+$3.35K	﹤0.01%	1603

Other funds holding LMB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

GeoWealth Management's LMB Position: Q1 2025 in Review

GeoWealth Management sold out of Limbach Holdings (LMB) in Q1 2025, closing a stake of 38 shares — an estimated $3.25K sold.

GeoWealth Management first reported a position in LMB in Q4 2024 and held it in 1 quarter. The position peaked at $3.25K in Q4 2024. 194 funds tracked by Wall St. Rank hold LMB as of Q1 2025.

GeoWealth Management reported no remaining Limbach Holdings position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 38 Limbach Holdings shares in Q1 2025, an estimated $3.25K.
GeoWealth Management first reported a position in Limbach Holdings in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Limbach Holdings position peaked at $3.25K in Q4 2024.
194 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2025.

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