GeoWealth Management’s Lemonade LMND Stock Holding History

GeoWealth Management’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-46	Closed	-$1.69K	–	1491
2024 Q4	$1.69K	Sell	46 -4	-8%	-$128	﹤0.01%	1660
2024 Q3	$825	Buy	+50	New	+$917	﹤0.01%	1608

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's LMND Position: Q1 2025 in Review

GeoWealth Management sold out of Lemonade (LMND) in Q1 2025, closing a stake of 46 shares — an estimated $1.69K sold.

GeoWealth Management first reported a position in LMND in Q3 2024 and held it in 2 quarters. The position peaked at $1.69K in Q4 2024. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

GeoWealth Management reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 46 Lemonade shares in Q1 2025, an estimated $1.69K.
GeoWealth Management first reported a position in Lemonade in Q3 2024 and held it in 2 quarters.
GeoWealth Management's Lemonade position peaked at $1.69K in Q4 2024.
250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

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