Genesis Private Wealth
JKHY icon

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
Q3 		$321K Buy
2,238
+663
+42% +$103K 0.09% 123
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Genesis Private Wealth's JKHY Position: Q3 2026 in Review

Genesis Private Wealth increased its Jack Henry & Associates (JKHY) stake by 42% in Q3 2026, buying an estimated $103K and bringing the position to 2,238 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #123.

Genesis Private Wealth first reported a position in JKHY in Q1 2025 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Genesis Private Wealth held 2,238 shares of Jack Henry & Associates worth $321K as of Q3 2026.
  • Genesis Private Wealth bought 663 Jack Henry & Associates shares in Q3 2026, an estimated $103K.
  • Jack Henry & Associates made up 0.09% of Genesis Private Wealth's portfolio in Q3 2026, its #123 holding.
  • Genesis Private Wealth first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 6 quarters since.
  • 601 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Genesis Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.