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
Q2 		$12.6K Sell
15,672
-7,297
-32% -$6.95K ﹤0.01% 4404
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 $171B AUM 24.68% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management's CJMB Position: Q2 2026 in Review

Geode Capital Management reduced its Callan JMB Inc (CJMB) stake by 32% in Q2 2026, selling an estimated $6.95K and leaving 15,672 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4404.

Geode Capital Management first reported a position in CJMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $60K in Q2 2025. 15 funds tracked by Wall St. Rank hold CJMB as of Q2 2026.

  • Geode Capital Management held 15,672 shares of Callan JMB Inc worth $12.6K as of Q2 2026.
  • Geode Capital Management sold 7,297 Callan JMB Inc shares in Q2 2026, an estimated $6.95K.
  • Callan JMB Inc made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #4404 holding.
  • Geode Capital Management first reported a position in Callan JMB Inc in Q1 2025 and has held it in 6 quarters since.
  • Geode Capital Management's Callan JMB Inc position peaked at $60K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Callan JMB Inc as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.