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GeoWealth Management’s New Jersey Resources NJR Stock Holding History

GeoWealth Management’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Buy
+5,005
New +$280K 0.01% 682

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

GeoWealth Management's NJR Position: Q2 2026 in Review

GeoWealth Management opened a new position in New Jersey Resources (NJR) in Q2 2026: 5,005 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

453 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • GeoWealth Management held 5,005 shares of New Jersey Resources worth $280K as of Q2 2026.
  • New Jersey Resources was a new GeoWealth Management position in Q2 2026.
  • New Jersey Resources made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #682 holding.
  • 453 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

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