CGN Advisors’s Jacobs Solutions J Stock Holding History

CGN Advisors’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Buy	16,230 +1,237	+8%	+$152K	0.15%	128
2026 Q1	$1.91M	Buy	14,993 +57	+0.4%	+$7.75K	0.15%	129
2025 Q4	$1.98M	Sell	14,936 -1,544	-9%	-$226K	0.16%	125
2025 Q3	$2.47M	Buy	16,480 +108	+0.7%	+$15.5K	0.2%	108
2025 Q2	$2.15M	Buy	16,372 +349	+2%	+$43K	0.19%	109
2025 Q1	$1.92M	Buy	16,023 +451	+3%	+$58.1K	0.19%	120
2024 Q4	$2.06M	Sell	15,572 -286	-2%	-$39.4K	0.2%	114
2024 Q3	$2.06M	Buy	15,858 +453	+3%	+$54.6K	0.21%	114
2024 Q2	$1.78M	Buy	+15,405	New	+$1.81M	0.21%	119

Other funds holding J

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return