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GeoWealth Management’s Limoneira LMNR Stock Holding History

GeoWealth Management’s Portfolio LMNR Stock Details LMNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-461
Closed -$11.3K – 1492
2024
Q4 		$11.3K Buy
461
+183
+66% +$4.89K ﹤0.01% 1472
2024
Q3 		$7.37K Buy
+278
New +$6.38K ﹤0.01% 1408

Other funds holding LMNR

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $58.1B AUM 27.19% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return

GeoWealth Management's LMNR Position: Q1 2025 in Review

GeoWealth Management sold out of Limoneira (LMNR) in Q1 2025, closing a stake of 461 shares — an estimated $11.3K sold.

GeoWealth Management first reported a position in LMNR in Q3 2024 and held it in 2 quarters. The position peaked at $11.3K in Q4 2024. 101 funds tracked by Wall St. Rank hold LMNR as of Q1 2025.

  • GeoWealth Management reported no remaining Limoneira position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 461 Limoneira shares in Q1 2025, an estimated $11.3K.
  • GeoWealth Management first reported a position in Limoneira in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Limoneira position peaked at $11.3K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held Limoneira as of Q1 2025.

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