Global Retirement Partners’s JELD-WEN Holding JELD Stock Holding History

Global Retirement Partners’s Portfolio JELD Stock Details JELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9	Buy	+6	New	+$9	﹤0.01%	4499
2025 Q4	$15	Hold	6	–	–	﹤0.01%	4208
2025 Q3	$29	Hold	6	–	–	﹤0.01%	3840
2025 Q2	$24	Buy	+6	New	+$27	﹤0.01%	3780
2024 Q4	$49	Buy	+6	New	+$72	﹤0.01%	3585
2018 Q2	–	Sell	-127	Closed	-$4K	–	1545
2018 Q1	$4K	Sell	127 -25	-16%	-$906	﹤0.01%	1206
2017 Q4	$6K	Buy	+152	New	+$5.64K	﹤0.01%	1068

Other funds holding JELD

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Retirement Partners's JELD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JELD-WEN Holding (JELD) in Q2 2026: 6 shares worth $9. The stake represents ﹤0.01% of the portfolio and ranks #4499 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JELD as recently as Q4 2025.

Global Retirement Partners first reported a position in JELD in Q4 2017 and has held it in 7 quarters since. The position peaked at $6K in Q4 2017. 147 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

Global Retirement Partners held 6 shares of JELD-WEN Holding worth $9 as of Q2 2026.
JELD-WEN Holding was a new Global Retirement Partners position in Q2 2026.
JELD-WEN Holding made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4499 holding.
Global Retirement Partners first reported a position in JELD-WEN Holding in Q4 2017 and has held it in 7 quarters since.
Global Retirement Partners's JELD-WEN Holding position peaked at $6K in Q4 2017.
147 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.