Geometric Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$467K Sell
1,839
-49
-3% -$11.4K 0.05% 60
2026
Q1
$462K Buy
1,888
+116
+7% +$27K 0.06% 57
2025
Q4
$367K Sell
1,772
-40
-2% -$7.91K 0.05% 65
2025
Q3
$336K Hold
1,812
0.04% 72
2025
Q2
$277K Buy
1,812
+15
+0.8% +$2.31K 0.04% 70
2025
Q1
$298K Buy
1,797
+276
+18% +$43.2K 0.05% 63
2024
Q4
$220K Buy
1,521
+19
+1% +$2.94K 0.04% 66
2024
Q3
$243K Hold
1,502
0.05% 61
2024
Q2
$220K Buy
+1,502
New +$223K 0.05% 57

Other funds holding JNJ

Geometric Wealth Advisors's JNJ Position: Q2 2026 in Review

Geometric Wealth Advisors reduced its Johnson & Johnson (JNJ) stake by 2.6% in Q2 2026, selling an estimated $11.4K and leaving 1,839 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #60.

Geometric Wealth Advisors first reported a position in JNJ in Q2 2024 and has held it in 9 quarters since. 4,656 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

  • Geometric Wealth Advisors held 1,839 shares of Johnson & Johnson worth $467K as of Q2 2026.
  • Geometric Wealth Advisors sold 49 Johnson & Johnson shares in Q2 2026, an estimated $11.4K.
  • Johnson & Johnson made up 0.05% of Geometric Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Geometric Wealth Advisors first reported a position in Johnson & Johnson in Q2 2024 and has held it in 9 quarters since.
  • 4,656 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.