Lennar Corporation
MX ˙ BMV ˙ US5260571048
SecurityMX:LEN / Lennar Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership359 shares
Latest Disclosed Value $ 31,176
Geneos Wealth Management Inc. reports 57.01% decrease in ownership of LEN / Lennar Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 359 shares of Lennar Corporation (MX:LEN) valued at $31,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 112 shares of Lennar Corporation. This represents a change in shares of -57.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F LENNAR CL A 526057104 359 -476 -57.01 31 -63.53 0.0007
2026-01-28 2025-12-31 13F LENNAR CL A 526057104 835 231 38.25 86 11.84 0.0021
2025-10-22 2025-09-30 13F LENNAR CL A 526057104 604 -393 -39.42 76 -30.91 0.0019
2025-08-18 2025-06-30 13F LENNAR CL A 526057104 997 -15 -1.48 110 -5.17 0.0027
2025-05-21 2025-03-31 13F/A-1 LENNAR CL A 526057104 1,012 477 89.16 116 61.11 0.0039
2025-05-08 2025-03-31 13F LENNAR CL A 526057104 1,061 526 122 0.0031
2025-01-21 2024-12-31 13F LENNAR CL A 526057104 535 -1 -0.19 73 -28.00 0.0026
2024-11-14 2024-09-30 13F LENNAR CL A 526057104 536 99 22.65 100 53.85 0.0038
2024-07-23 2024-06-30 13F LENNAR CL A 526057104 437 1 0.23 66 -12.16 0.0029
2024-05-03 2024-03-31 13F LENNAR CL A 526057104 436 1 0.23 75 15.63 0.0034
2024-01-26 2023-12-31 13F LENNAR CL A 526057104 435 7 1.64 65 33.33 0.0032
2023-10-11 2023-09-30 13F LENNAR CL A 526057104 428 1 0.23 48 -9.43 0.0025
2023-08-08 2023-06-30 13F LENNAR CL A 526057104 427 1 0.23 54 20.45 0.0028
2023-04-25 2023-03-31 13F LENNAR CL A 526057104 426 1 0.24 45 15.79 0.0027
2023-01-31 2022-12-31 13F LENNAR CL A 526057104 425 2 0.47 38 22.58 0.0023
2022-11-14 2022-09-30 13F LENNAR CL A 526057104 423 -249 -37.05 31 -38.00 0.0021
2022-07-22 2022-06-30 13F LENNAR CL A 526057104 672 -248 -26.96 50 -32.43 0.0025
2022-05-16 2022-03-31 13F LENNAR CL A 526057104 920 1 0.11 74 -30.19 0.0032
2022-02-09 2021-12-31 13F LENNAR CL A 526057104 919 1 0.11 106 23.26 0.0040
2021-11-09 2021-09-30 13F LENNAR CL A 526057104 918 -36 -3.77 86 -10.42 0.0033
2021-07-08 2021-06-30 13F LENNAR CL A 526057104 954 21 2.25 96 0.00 0.0037
2021-06-17 2021-03-31 13F LENNAR CL A 526057104 933 316 51.22 96 54.84 0.0027
2021-05-19 2020-12-31 13F LENNAR CL A 526057104 617 300 94.64 62 158.33 0.0025
2021-09-07 2020-09-30 13F LENNAR CL A 526057104 317 0 0.00 24 33.33 0.0012
2021-09-07 2020-06-30 13F LENNAR CL A 526057104 317 0 0.00 18 50.00 0.0010
2021-09-07 2020-03-31 13F LENNAR CL A 526057104 317 -837 -72.53 12 -81.25 0.0008
2021-09-07 2019-12-31 13F LENNAR CL A 526057104 1,154 200 20.96 64 23.08 0.0034
2021-09-07 2019-09-30 13F LENNAR CL A 526057104 954 -38 -3.83 52 8.33 0.0031
2021-09-07 2019-06-30 13F LENNAR CL A 526057104 992 0 0.00 48 0.00 0.0030
2021-09-07 2019-03-31 13F LENNAR CL A 526057104 992 -800 -44.64 48 -31.43 0.0032
2021-09-07 2018-12-31 13F LENNAR CL A 526057104 1,792 0 0.00 70 -15.66 0.0052
2021-09-07 2018-09-30 13F LENNAR CL A 526057104 1,792 0 0.00 83 -11.70 0.0055
2021-09-07 2018-06-30 13F LENNAR CL A 526057104 1,792 -385 -17.68 94 -26.56 0.0073
2021-09-07 2018-03-31 13F LENNAR CL A 526057104 2,177 1,296 147.11 128 132.73 0.0112
2021-09-07 2017-12-31 13F LENNAR CL A 526057104 881 -6,352 -87.82 55 -85.56 0.0049
2021-09-07 2017-09-30 13F LENNAR CL A 526057104 7,233 -90 -1.23 381 -2.31 0.0378
2021-09-07 2017-06-30 13F LENNAR CL A 526057104 7,323 -142 -1.90 390 2.09 0.0400
2021-09-07 2017-03-31 13F LENNAR CL A 526057104 7,465 6,584 747.33 382 932.43 0.0397
2021-09-07 2016-12-31 13F LENNAR CL A 526057104 881 -5,000 -85.02 37 -85.14 0.0049
2021-09-07 2016-09-30 13F LENNAR CL A 526057104 5,881 41 0.70 249 -8.12 0.0335
2021-09-07 2016-06-30 13F LENNAR CL A 526057104 5,840 4,950 556.18 271 545.24 0.0393
2021-09-07 2016-03-31 13F LENNAR CL A 526057104 890 890 42 0.0064
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.