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Gen-Wealth Partners’s Johnson Controls International JCI Stock Holding History

Gen-Wealth Partners’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-398
Closed -$43.8K – 708
2025
Q3 		$43.8K Sell
398
-62
-13% -$6.63K 0.01% 399
2025
Q2 		$48.6K Sell
460
-184
-29% -$16.9K 0.02% 338
2025
Q1 		$51.6K Sell
644
-116
-15% -$9.54K 0.02% 335
2024
Q4 		$60K Sell
760
-143
-16% -$11.5K 0.03% 352
2024
Q3 		$68.9K Sell
903
-19
-2% -$1.33K 0.03% 356
2024
Q2 		$61.3K Sell
922
-35
-4% -$2.36K 0.03% 359
2024
Q1 		$62.5K Buy
+957
New +$55.7K 0.03% 354

Other funds holding JCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's JCI Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Johnson Controls International (JCI) in Q4 2025, closing a stake of 398 shares — an estimated $43.8K sold.

Gen-Wealth Partners first reported a position in JCI in Q1 2024 and held it in 7 quarters. The position peaked at $68.9K in Q3 2024. 1,459 funds tracked by Wall St. Rank hold JCI as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Johnson Controls International position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 398 Johnson Controls International shares in Q4 2025, an estimated $43.8K.
  • Gen-Wealth Partners first reported a position in Johnson Controls International in Q1 2024 and held it in 7 quarters.
  • Gen-Wealth Partners's Johnson Controls International position peaked at $68.9K in Q3 2024.
  • 1,459 funds tracked by Wall St. Rank held Johnson Controls International as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.