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Gen-Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Gen-Wealth Partners’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$317K Sell
2,006
-1,748
-47% -$299K 0.1% 191
2025
Q4 		$685K Sell
3,754
-1,650
-31% -$275K 0.22% 87
2025
Q3 		$805K Sell
5,404
-255
-5% -$42.3K 0.27% 92
2025
Q2 		$1.02M Buy
5,659
+4,025
+246% +$715K 0.39% 65
2025
Q1 		$298K Sell
1,634
-10
-0.6% -$1.75K 0.12% 165
2024
Q4 		$288K Buy
1,644
+49
+3% +$8.76K 0.12% 164
2024
Q3 		$292K Buy
1,595
+388
+32% +$65.7K 0.13% 167
2024
Q2 		$200K Buy
1,207
+220
+22% +$36.5K 0.1% 207
2024
Q1 		$171K Buy
+987
New +$168K 0.09% 232

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gen-Wealth Partners's JKHY Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Jack Henry & Associates (JKHY) stake by 47% in Q1 2026, selling an estimated $299K and leaving 2,006 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #191.

Gen-Wealth Partners first reported a position in JKHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 770 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Gen-Wealth Partners held 2,006 shares of Jack Henry & Associates worth $317K as of Q1 2026.
  • Gen-Wealth Partners sold 1,748 Jack Henry & Associates shares in Q1 2026, an estimated $299K.
  • Jack Henry & Associates made up 0.1% of Gen-Wealth Partners's portfolio in Q1 2026, its #191 holding.
  • Gen-Wealth Partners first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Jack Henry & Associates position peaked at $1.02M in Q2 2025.
  • 770 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.