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Geneos Wealth Management’s Jackson Financial JXN Stock Holding History

Geneos Wealth Management’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179K Sell
1,749
-157
-8% -$17K ﹤0.01% 1029
2026
Q1 		$201K Buy
1,906
+132
+7% +$14.8K ﹤0.01% 956
2025
Q4 		$189K Buy
1,774
+9
+0.5% +$895 ﹤0.01% 943
2025
Q3 		$179K Buy
1,765
+432
+32% +$40.4K ﹤0.01% 939
2025
Q2 		$118K Buy
1,333
+600
+82% +$48.6K ﹤0.01% 1184
2025
Q1 		$61.4K Buy
733
+51
+7% +$4.53K ﹤0.01% 1378
2024
Q4 		$59.4K Sell
682
-376
-36% -$36.7K ﹤0.01% 1252
2024
Q3 		$96.5K Buy
1,058
+5
+0.5% +$417 ﹤0.01% 977
2024
Q2 		$78.2K Sell
1,053
-108
-9% -$7.72K ﹤0.01% 936
2024
Q1 		$76.8K Sell
1,161
-1,055
-48% -$57.3K ﹤0.01% 934
2023
Q4 		$113K Sell
2,216
-935
-30% -$41.1K 0.01% 802
2023
Q3 		$120K Sell
3,151
-17,908
-85% -$626K 0.01% 822
2023
Q2 		$645K Buy
21,059
+2,495
+13% +$80.4K 0.03% 413
2023
Q1 		$694K Buy
18,564
+16,849
+982% +$692K 0.04% 378
2022
Q4 		$59.7K Buy
+1,715
New +$59.6K ﹤0.01% 988
2022
Q3 		– Sell
-100
Closed -$2K – 2318
2022
Q2 		$2K Hold
100
– – ﹤0.01% 2396
2022
Q1 		$4K Buy
+100
New +$4.17K ﹤0.01% 2407

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's JXN Position: Q2 2026 in Review

Geneos Wealth Management reduced its Jackson Financial (JXN) stake by 8.2% in Q2 2026, selling an estimated $17K and leaving 1,749 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Geneos Wealth Management first reported a position in JXN in Q1 2022 and has held it in 17 quarters since. The position peaked at $694K in Q1 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Geneos Wealth Management held 1,749 shares of Jackson Financial worth $179K as of Q2 2026.
  • Geneos Wealth Management sold 157 Jackson Financial shares in Q2 2026, an estimated $17K.
  • Jackson Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • Geneos Wealth Management first reported a position in Jackson Financial in Q1 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Jackson Financial position peaked at $694K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.