Genesis Private Wealth’s Jack Henry & Associates JKHY Stock Holding History

Genesis Private Wealth’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 Q2	$217K	Sell	1,575 -212	-12%	-$30.1K	0.06%	177
2026 Q1	$282K	Buy	1,787 +64	+4%	+$11K	0.09%	134
2025 Q4	$314K	Buy	+1,723	New	+$287K	0.1%	119
2025 Q3	–	Sell	-1,438	Closed	-$259K	–	163
2025 Q2	$259K	Buy	1,438 +2	+0.1%	+$355	0.12%	112
2025 Q1	$262K	Buy	+1,436	New	+$251K	0.14%	101

Other funds holding JKHY

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Genesis Private Wealth's JKHY Position: Q2 2026 in Review

Genesis Private Wealth reduced its Jack Henry & Associates (JKHY) stake by 12% in Q2 2026, selling an estimated $30.1K and leaving 1,575 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #177.

Genesis Private Wealth first reported a position in JKHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $314K in Q4 2025. 107 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Genesis Private Wealth held 1,575 shares of Jack Henry & Associates worth $217K as of Q2 2026.
Genesis Private Wealth sold 212 Jack Henry & Associates shares in Q2 2026, an estimated $30.1K.
Jack Henry & Associates made up 0.06% of Genesis Private Wealth's portfolio in Q2 2026, its #177 holding.
Genesis Private Wealth first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 5 quarters since.
Genesis Private Wealth's Jack Henry & Associates position peaked at $314K in Q4 2025.
107 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.