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GeoWealth Management’s Jacobs Solutions J Stock Holding History

GeoWealth Management’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335K Buy
2,630
+147
+6% +$20K 0.01% 570
2025
Q4 		$329K Sell
2,483
-209
-8% -$30.7K 0.01% 541
2025
Q3 		$403K Sell
2,692
-174
-6% -$25K 0.01% 493
2025
Q2 		$377K Buy
2,866
+1,439
+101% +$177K 0.01% 477
2025
Q1 		$171K Sell
1,427
-190
-12% -$24.5K 0.01% 693
2024
Q4 		$214K Buy
1,617
+366
+29% +$50.4K 0.01% 745
2024
Q3 		$162K Sell
1,251
-657
-34% -$79.2K 0.01% 776
2024
Q2 		$220K Buy
+1,908
New +$224K 0.01% 655

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

GeoWealth Management's J Position: Q1 2026 in Review

GeoWealth Management increased its Jacobs Solutions (J) stake by 5.9% in Q1 2026, buying an estimated $20K and bringing the position to 2,630 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #570.

GeoWealth Management first reported a position in J in Q2 2024 and has held it in 8 quarters since. The position peaked at $403K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • GeoWealth Management held 2,630 shares of Jacobs Solutions worth $335K as of Q1 2026.
  • GeoWealth Management bought 147 Jacobs Solutions shares in Q1 2026, an estimated $20K.
  • Jacobs Solutions made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #570 holding.
  • GeoWealth Management first reported a position in Jacobs Solutions in Q2 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Jacobs Solutions position peaked at $403K in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.