GM
JBGS

GeoWealth Management’s JBG SMITH JBGS Stock Holding History

GeoWealth Management’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$207K Buy
+14,108
New +$209K 0.01% 770

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GeoWealth Management's JBGS Position: Q2 2026 in Review

GeoWealth Management opened a new position in JBG SMITH (JBGS) in Q2 2026: 14,108 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #770 among its holdings.

206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • GeoWealth Management held 14,108 shares of JBG SMITH worth $207K as of Q2 2026.
  • JBG SMITH was a new GeoWealth Management position in Q2 2026.
  • JBG SMITH made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #770 holding.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.