GWM
JELD icon

Geneos Wealth Management’s JELD-WEN Holding JELD Stock Holding History

Geneos Wealth Management’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
2019
Q4 		– Sell
-221
Closed -$4K – 2562
2019
Q3 		$4K Hold
221
– – ﹤0.01% 2149
2019
Q2 		$4K Hold
221
– – ﹤0.01% 2161
2019
Q1 		$3K Hold
221
– – ﹤0.01% 2157
2018
Q4 		$3K Sell
221
-74
-25% -$1.31K ﹤0.01% 2116
2018
Q3 		$7K Buy
+295
New +$7.85K ﹤0.01% 1967
2017
Q3 		– Sell
-1,000
Closed -$32K – 2130
2017
Q2 		$32K Hold
1,000
– – ﹤0.01% 1100
2017
Q1 		$32K Buy
+1,000
New +$30.5K ﹤0.01% 1061

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geneos Wealth Management's JELD Position: Q4 2019 in Review

Geneos Wealth Management sold out of JELD-WEN Holding (JELD) in Q4 2019, closing a stake of 221 shares — an estimated $4K sold.

Geneos Wealth Management first reported a position in JELD in Q1 2017 and held it in 7 quarters. The position peaked at $32K in Q2 2017. 150 funds tracked by Wall St. Rank hold JELD as of Q4 2019.

  • Geneos Wealth Management reported no remaining JELD-WEN Holding position as of Q4 2019 after selling out during the quarter.
  • Geneos Wealth Management sold 221 JELD-WEN Holding shares in Q4 2019, an estimated $4K.
  • Geneos Wealth Management first reported a position in JELD-WEN Holding in Q1 2017 and held it in 7 quarters.
  • Geneos Wealth Management's JELD-WEN Holding position peaked at $32K in Q2 2017.
  • 150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2019.

Based on Geneos Wealth Management's 13F filing for Q4 2019, filed 7 Sep 2021.