GWMI
JCTC

Guardian Wealth Management (Illinois)’s Jewett-Cameron Trading JCTC Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio JCTC Stock Details JCTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,066
Closed -$41.6K – 224
2025
Q1 		$41.6K Hold
9,066
– – 0.03% 113
2024
Q4 		$42.1K Sell
9,066
-5,064
-36% -$22.7K 0.03% 121
2024
Q3 		$70.4K Sell
14,130
-7,342
-34% -$33.2K 0.05% 103
2024
Q2 		$106K Sell
21,472
-10,970
-34% -$57.9K 0.08% 78
2024
Q1 		$173K Hold
32,442
– – 0.13% 67
2023
Q4 		$174K Sell
32,442
-8,073
-20% -$39.2K 0.15% 69
2023
Q3 		$190K Buy
40,515
+26
+0.1% +$121 0.18% 67
2023
Q2 		$178K Sell
40,489
-136
-0.3% -$659 0.16% 69
2023
Q1 		$234K Buy
40,625
+1,795
+5% +$10.1K 0.23% 66
2022
Q4 		$224K Buy
38,830
+2,118
+6% +$11.1K 0.22% 74
2022
Q3 		$195K Buy
36,712
+3,250
+10% +$20.2K 0.22% 72
2022
Q2 		$211K Buy
33,462
+3,255
+11% +$22.6K 0.23% 73
2022
Q1 		$210K Buy
30,207
+16,287
+117% +$122K 0.21% 76
2021
Q4 		$117K Buy
+13,920
New +$142K 0.11% 81

Other funds holding JCTC

PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s JCTC Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Jewett-Cameron Trading (JCTC) in Q2 2025, closing a stake of 9,066 shares — an estimated $41.6K sold.

Guardian Wealth Management (Illinois) first reported a position in JCTC in Q4 2021 and held it in 14 quarters. The position peaked at $234K in Q1 2023. 13 funds tracked by Wall St. Rank hold JCTC as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Jewett-Cameron Trading position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 9,066 Jewett-Cameron Trading shares in Q2 2025, an estimated $41.6K.
  • Guardian Wealth Management (Illinois) first reported a position in Jewett-Cameron Trading in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Jewett-Cameron Trading position peaked at $234K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Jewett-Cameron Trading as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.