Geode Capital Management
CJMB

Geode Capital Management’s Callan JMB Inc CJMB Stock Holding History

Geode Capital Management’s Portfolio CJMB Stock Details CJMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.7K Buy
22,969
+9,862
+75% +$17.9K ﹤0.01% 4415
2025
Q4 		$14.5K Buy
13,107
+1,478
+13% +$4.59K ﹤0.01% 4410
2025
Q3 		$56.7K Sell
11,629
-119
-1% -$590 ﹤0.01% 4264
2025
Q2 		$60K Buy
11,748
+1,001
+9% +$4.73K ﹤0.01% 4178
2025
Q1 		$48.3K Buy
+10,747
New +$51.3K ﹤0.01% 4207

Other funds holding CJMB

QCM
Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management's CJMB Position: Q1 2026 in Review

Geode Capital Management increased its Callan JMB Inc (CJMB) stake by 75% in Q1 2026, buying an estimated $17.9K and bringing the position to 22,969 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4415.

Geode Capital Management first reported a position in CJMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $60K in Q2 2025. 12 funds tracked by Wall St. Rank hold CJMB as of Q1 2026.

  • Geode Capital Management held 22,969 shares of Callan JMB Inc worth $28.7K as of Q1 2026.
  • Geode Capital Management bought 9,862 Callan JMB Inc shares in Q1 2026, an estimated $17.9K.
  • Callan JMB Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #4415 holding.
  • Geode Capital Management first reported a position in Callan JMB Inc in Q1 2025 and has held it in 5 quarters since.
  • Geode Capital Management's Callan JMB Inc position peaked at $60K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Callan JMB Inc as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.