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Wealth Enhancement Trust Services’s Limoneira LMNR Stock Holding History

Wealth Enhancement Trust Services’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
2026
Q2 		$26 Buy
+2
New +$26 ﹤0.01% 1489

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FWSM
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

Wealth Enhancement Trust Services's LMNR Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Limoneira (LMNR) in Q2 2026: 2 shares worth $26. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings.

111 funds tracked by Wall St. Rank hold LMNR as of Q2 2026.

  • Wealth Enhancement Trust Services held 2 shares of Limoneira worth $26 as of Q2 2026.
  • Limoneira was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Limoneira made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1489 holding.
  • 111 funds tracked by Wall St. Rank held Limoneira as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.