Creative Planning
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Creative Planning’s JELD-WEN Holding JELD Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-1,000
Closed -$1K – 4718
2017
Q1 		$1K Buy
+1,000
New +$30.5K ﹤0.01% 4450

Other funds holding JELD

TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's JELD Position: Q1 2026 in Review

Creative Planning opened a new position in JELD-WEN Holding (JELD) in Q1 2026: 11,811 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #4057 among its holdings. This is a return to the name: Creative Planning previously reported a position in JELD as recently as Q3 2025.

Creative Planning first reported a position in JELD in Q1 2024 and has held it in 6 quarters since. The position peaked at $312K in Q1 2024. 150 funds tracked by Wall St. Rank hold JELD as of Q1 2026.

  • Creative Planning held 11,811 shares of JELD-WEN Holding worth $14.6K as of Q1 2026.
  • JELD-WEN Holding was a new Creative Planning position in Q1 2026.
  • JELD-WEN Holding made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4057 holding.
  • Creative Planning first reported a position in JELD-WEN Holding in Q1 2024 and has held it in 6 quarters since.
  • Creative Planning's JELD-WEN Holding position peaked at $312K in Q1 2024.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.