CoreCap Advisors’s JELD-WEN Holding JELD Stock Holding History

CoreCap Advisors’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 Q3	$2.05K	Hold	1,113	–	–	﹤0.01%	2493
2026 Q2	$1.67K	Hold	1,113	–	–	﹤0.01%	2589
2026 Q1	$1.38K	Hold	1,113	–	–	﹤0.01%	2480
2025 Q4	$2.74K	Hold	1,113	–	–	﹤0.01%	2392
2025 Q3	$5.46K	Hold	1,113	–	–	﹤0.01%	2146
2025 Q2	$4.36K	Buy	1,113 +1,040	+1,425%	+$4.64K	﹤0.01%	2148
2025 Q1	$436	Hold	73	–	–	﹤0.01%	2735
2024 Q4	$598	Buy	73 +58	+387%	+$698	﹤0.01%	2461
2024 Q3	$237	Buy	+15	New	+$220	﹤0.01%	2480

Other funds holding JELD

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CoreCap Advisors's JELD Position: Q3 2026 in Review

CoreCap Advisors held its JELD-WEN Holding (JELD) position steady in Q3 2026 at 1,113 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

CoreCap Advisors first reported a position in JELD in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.46K in Q3 2025. 10 funds tracked by Wall St. Rank hold JELD as of Q3 2026.

CoreCap Advisors held 1,113 shares of JELD-WEN Holding worth $2.05K as of Q3 2026.
CoreCap Advisors left its JELD-WEN Holding share count unchanged in Q3 2026.
JELD-WEN Holding made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2493 holding.
CoreCap Advisors first reported a position in JELD-WEN Holding in Q3 2024 and has held it in 9 quarters since.
CoreCap Advisors's JELD-WEN Holding position peaked at $5.46K in Q3 2025.
10 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.