JFS Wealth Advisors’s Cadeler CDLR Stock Holding History

JFS Wealth Advisors’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263	Buy	+12	New	+$305	﹤0.01%	2093
2026 Q1	–	Sell	-10	Closed	-$186	–	1900
2025 Q4	$186	Sell	10 -2	-17%	-$37	﹤0.01%	1870
2025 Q3	$248	Sell	12 -11	-48%	-$230	﹤0.01%	1821
2025 Q2	$458	Hold	23	–	–	﹤0.01%	1708
2025 Q1	$453	Buy	23 +1	+5%	+$20	﹤0.01%	1782
2024 Q4	$492	Buy	22 +12	+120%	+$302	﹤0.01%	1779
2024 Q3	$282	Hold	10	–	–	﹤0.01%	1848
2024 Q2	$251	Buy	+10	New	+$211	﹤0.01%	1879

Other funds holding CDLR

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JFS Wealth Advisors's CDLR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Cadeler (CDLR) in Q2 2026: 12 shares worth $263. The stake represents ﹤0.01% of the portfolio and ranks #2093 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CDLR as recently as Q4 2025.

JFS Wealth Advisors first reported a position in CDLR in Q2 2024 and has held it in 8 quarters since. The position peaked at $492 in Q4 2024. 14 funds tracked by Wall St. Rank hold CDLR as of Q2 2026.

JFS Wealth Advisors held 12 shares of Cadeler worth $263 as of Q2 2026.
Cadeler was a new JFS Wealth Advisors position in Q2 2026.
Cadeler made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2093 holding.
JFS Wealth Advisors first reported a position in Cadeler in Q2 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's Cadeler position peaked at $492 in Q4 2024.
14 funds tracked by Wall St. Rank held Cadeler as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.