Carson Wealth (CWM LLC)
JELD icon

Carson Wealth (CWM LLC)’s JELD-WEN Holding JELD Stock Holding History

Carson Wealth (CWM 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
Q1 		$31.2K Buy
25,185
+13,919
+124% +$30.4K ﹤0.01% 4134
2025
Q4 		$28K Sell
11,266
-30,260
-73% -$99.4K ﹤0.01% 3986
2025
Q3 		$204K Buy
41,526
+21,917
+112% +$117K ﹤0.01% 2426
2025
Q2 		$77K Buy
19,609
+13,202
+206% +$58.8K ﹤0.01% 2932
2025
Q1 		$38K Buy
6,407
+6,121
+2,140% +$45.4K ﹤0.01% 3205
2024
Q4 		$2K Sell
286
-68
-19% -$818 ﹤0.01% 4552
2024
Q3 		$6K Buy
354
+81
+30% +$1.19K ﹤0.01% 4007
2024
Q2 		$4K Buy
273
+57
+26% +$952 ﹤0.01% 3967
2024
Q1 		$5K Hold
216
– – ﹤0.01% 3664
2023
Q4 		$4K Sell
216
-166
-43% -$2.47K ﹤0.01% 3608
2023
Q3 		$5K Sell
382
-54
-12% -$846 ﹤0.01% 3468
2023
Q2 		$8K Buy
436
+245
+128% +$3.41K ﹤0.01% 3207
2023
Q1 		$2K Hold
191
– – ﹤0.01% 3661
2022
Q4 		$2K Sell
191
-392
-67% -$3.8K ﹤0.01% 3574
2022
Q3 		$5K Sell
583
-778
-57% -$10.2K ﹤0.01% 3075
2022
Q2 		$20K Buy
1,361
+1,002
+279% +$18.2K ﹤0.01% 2110
2022
Q1 		$7K Buy
359
+93
+35% +$2.19K ﹤0.01% 2687
2021
Q4 		$7K Buy
+266
New +$6.9K ﹤0.01% 2554

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $310M AUM 45.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JELD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JELD-WEN Holding (JELD) stake by 124% in Q1 2026, buying an estimated $30.4K and bringing the position to 25,185 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4134.

Carson Wealth (CWM LLC) first reported a position in JELD in Q4 2021 and has held it in 18 quarters since. The position peaked at $204K in Q3 2025. 150 funds tracked by Wall St. Rank hold JELD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,185 shares of JELD-WEN Holding worth $31.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,919 JELD-WEN Holding shares in Q1 2026, an estimated $30.4K.
  • JELD-WEN Holding made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4134 holding.
  • Carson Wealth (CWM LLC) first reported a position in JELD-WEN Holding in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s JELD-WEN Holding position peaked at $204K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.