LMG Wealth Partners’s Green Brick Partners GRBK Stock Holding History

LMG Wealth Partners’s Portfolio GRBK Stock Details GRBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-25,562	Closed	-$1.89M	–	154
2025 Q3	$1.89M	Buy	25,562 +764	+3%	+$52.2K	0.35%	75
2025 Q2	$1.56M	Buy	24,798 +1,493	+6%	+$88.5K	0.32%	79
2025 Q1	$1.36M	Buy	23,305 +2,515	+12%	+$149K	0.3%	77
2024 Q4	$1.17M	Buy	20,790 +2,239	+12%	+$159K	0.26%	83
2024 Q3	$1.55M	Sell	18,551 -4,664	-20%	-$337K	0.35%	67
2024 Q2	$1.33M	Buy	23,215 +1,707	+8%	+$95.3K	0.33%	71
2024 Q1	$1.3M	Buy	+21,508	New	+$1.15M	0.33%	68

Other funds holding GRBK

DCM

DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LMG Wealth Partners's GRBK Position: Q4 2025 in Review

LMG Wealth Partners sold out of Green Brick Partners (GRBK) in Q4 2025, closing a stake of 25,562 shares — an estimated $1.89M sold.

LMG Wealth Partners first reported a position in GRBK in Q1 2024 and held it in 7 quarters. The position peaked at $1.89M in Q3 2025. 307 funds tracked by Wall St. Rank hold GRBK as of Q4 2025.

LMG Wealth Partners reported no remaining Green Brick Partners position as of Q4 2025 after selling out during the quarter.
LMG Wealth Partners sold 25,562 Green Brick Partners shares in Q4 2025, an estimated $1.89M.
LMG Wealth Partners first reported a position in Green Brick Partners in Q1 2024 and held it in 7 quarters.
LMG Wealth Partners's Green Brick Partners position peaked at $1.89M in Q3 2025.
307 funds tracked by Wall St. Rank held Green Brick Partners as of Q4 2025.

Based on LMG Wealth Partners's 13F filing for Q4 2025, filed 2 Feb 2026.