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Gen-Wealth Partners’s Jefferies Financial Group JEF Stock Holding History

Gen-Wealth Partners’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-71
Closed -$3.8K – 653
2025
Q1 		$3.8K Hold
71
– – ﹤0.01% 518
2024
Q4 		$5.57K Hold
71
– – ﹤0.01% 516
2024
Q3 		$4.58K Buy
+71
New +$4.03K ﹤0.01% 553

Other funds holding JEF

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's JEF Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Jefferies Financial Group (JEF) in Q2 2025, closing a stake of 71 shares — an estimated $3.8K sold.

Gen-Wealth Partners first reported a position in JEF in Q3 2024 and held it in 3 quarters. The position peaked at $5.57K in Q4 2024. 555 funds tracked by Wall St. Rank hold JEF as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Jefferies Financial Group position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 71 Jefferies Financial Group shares in Q2 2025, an estimated $3.8K.
  • Gen-Wealth Partners first reported a position in Jefferies Financial Group in Q3 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's Jefferies Financial Group position peaked at $5.57K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.