Allworth Financial’s JELD-WEN Holding JELD Stock Holding History

Allworth Financial’s Portfolio JELD Stock Details JELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$854	Buy	+688	New	+$1.5K	﹤0.01%	4615
2025 Q4	–	Sell	-629	Closed	-$3.09K	–	5167
2025 Q3	$3.09K	Buy	+629	New	+$3.36K	﹤0.01%	3806
2025 Q2	–	Sell	-131	Closed	-$696	–	4639
2025 Q1	$696	Buy	131 +126	+2,520%	+$935	﹤0.01%	3593
2024 Q4	$48	Sell	5 -137	-96%	-$1.65K	﹤0.01%	3877
2024 Q3	$2.25K	Hold	142	–	–	﹤0.01%	2922
2024 Q2	$2.25K	Sell	142 -65	-31%	-$1.08K	﹤0.01%	2876
2024 Q1	$4.39K	Sell	207 -14	-6%	-$261	﹤0.01%	2454
2023 Q4	$4.17K	Buy	221 +17	+8%	+$253	﹤0.01%	2345
2023 Q3	$2.73K	Hold	204	–	–	﹤0.01%	2392
2023 Q2	$3.58K	Hold	204	–	–	﹤0.01%	2243
2023 Q1	$2.58K	Buy	204 +139	+214%	+$1.72K	﹤0.01%	2306
2022 Q4	$627	Buy	65 +49	+306%	+$475	﹤0.01%	2575
2022 Q3	$0	Buy	16 +7	+78%	+$92	﹤0.01%	2876
2022 Q2	$0	Buy	+9	New	+$163	﹤0.01%	2591

Other funds holding JELD

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

One Fin Capital Management San Francisco, California $259M AUM 49.87% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return