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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
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

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CoreCap Advisors's JELD Position: Q2 2026 in Review

CoreCap Advisors held its JELD-WEN Holding (JELD) position steady in Q2 2026 at 1,113 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

CoreCap Advisors first reported a position in JELD in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.46K in Q3 2025. 10 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • CoreCap Advisors held 1,113 shares of JELD-WEN Holding worth $1.67K as of Q2 2026.
  • CoreCap Advisors left its JELD-WEN Holding share count unchanged in Q2 2026.
  • JELD-WEN Holding made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2589 holding.
  • CoreCap Advisors first reported a position in JELD-WEN Holding in Q3 2024 and has held it in 8 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 Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.