GM
JCI icon

GeoWealth Management’s Johnson Controls International JCI Stock Holding History

GeoWealth Management’s Portfolio JCI Stock Details JCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Buy
2,051
+47
+2% +$6.07K 0.01% 649
2025
Q4 		$240K Sell
2,004
-153
-7% -$17.6K 0.01% 628
2025
Q3 		$237K Sell
2,157
-387
-15% -$41.4K 0.01% 650
2025
Q2 		$269K Sell
2,544
-381
-13% -$35.1K 0.01% 574
2025
Q1 		$234K Sell
2,925
-903
-24% -$74.2K 0.01% 613
2024
Q4 		$302K Buy
3,828
+20
+0.5% +$1.6K 0.01% 621
2024
Q3 		$296K Sell
3,808
-284
-7% -$19.9K 0.01% 611
2024
Q2 		$272K Buy
4,092
+1,071
+35% +$72.1K 0.01% 609
2024
Q1 		$197K Buy
+3,021
New +$176K 0.01% 692

Other funds holding JCI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's JCI Position: Q1 2026 in Review

GeoWealth Management increased its Johnson Controls International (JCI) stake by 2.3% in Q1 2026, buying an estimated $6.07K and bringing the position to 2,051 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #649.

GeoWealth Management first reported a position in JCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $302K in Q4 2024. 1,556 funds tracked by Wall St. Rank hold JCI as of Q1 2026.

  • GeoWealth Management held 2,051 shares of Johnson Controls International worth $269K as of Q1 2026.
  • GeoWealth Management bought 47 Johnson Controls International shares in Q1 2026, an estimated $6.07K.
  • Johnson Controls International made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #649 holding.
  • GeoWealth Management first reported a position in Johnson Controls International in Q1 2024 and has held it in 9 quarters since.
  • GeoWealth Management's Johnson Controls International position peaked at $302K in Q4 2024.
  • 1,556 funds tracked by Wall St. Rank held Johnson Controls International as of Q1 2026.

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