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Bogart Wealth LLC’s JELD-WEN Holding JELD Stock Holding History

Bogart Wealth LLC’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
Q2 		$1.64K Buy
+1,092
New +$1.68K ﹤0.01% 1509

Other funds holding JELD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Bogart Wealth LLC's JELD Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 1,092 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1509 among its holdings.

20 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Bogart Wealth LLC held 1,092 shares of JELD-WEN Holding worth $1.64K as of Q2 2026.
  • JELD-WEN Holding was a new Bogart Wealth LLC position in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1509 holding.
  • 20 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.