High Point Wealth Management
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High Point Wealth Management’s Lennar Class A LEN Stock Holding History

High Point Wealth 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
Q3 		$24.9K Hold
305
– – 0.02% 189
2026
Q2 		$27.6K Hold
305
– – 0.02% 175
2026
Q1 		$26.5K Hold
305
– – 0.03% 174
2025
Q4 		$31.4K Buy
+305
New +$36.8K 0.03% 172

Other funds holding LEN

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

High Point Wealth Management's LEN Position: Q3 2026 in Review

High Point Wealth Management held its Lennar Class A (LEN) position steady in Q3 2026 at 305 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #189.

High Point Wealth Management first reported a position in LEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $31.4K in Q4 2025. 435 funds tracked by Wall St. Rank hold LEN as of Q3 2026.

  • High Point Wealth Management held 305 shares of Lennar Class A worth $24.9K as of Q3 2026.
  • High Point Wealth Management left its Lennar Class A share count unchanged in Q3 2026.
  • Lennar Class A made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #189 holding.
  • High Point Wealth Management first reported a position in Lennar Class A in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Lennar Class A position peaked at $31.4K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.