CTWM
JHG

Cherry Tree Wealth Management’s Janus Henderson JHG Stock Holding History

Cherry Tree Wealth Management’s Portfolio JHG Stock Details JHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-149
Closed -$5.39K – 680
2025
Q1 		$5.39K Buy
+149
New +$6.14K ﹤0.01% 517

Other funds holding JHG

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cherry Tree Wealth Management's JHG Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Janus Henderson (JHG) in Q2 2025, closing a stake of 149 shares — an estimated $5.39K sold.

Cherry Tree Wealth Management first reported a position in JHG in Q1 2025 and held it in 1 quarter. The position peaked at $5.39K in Q1 2025. 393 funds tracked by Wall St. Rank hold JHG as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Janus Henderson position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 149 Janus Henderson shares in Q2 2025, an estimated $5.39K.
  • Cherry Tree Wealth Management first reported a position in Janus Henderson in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Janus Henderson position peaked at $5.39K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.