JFS Wealth Advisors’s Goosehead Insurance GSHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$128	–	2272
2026 Q1	$128	Sell	3 -6	-67%	-$336	﹤0.01%	1839
2025 Q4	$663	Buy	9 +3	+50%	+$214	﹤0.01%	1763
2025 Q3	$447	Sell	6 -5	-45%	-$441	﹤0.01%	1776
2025 Q2	$1.16K	Buy	11 +1	+10%	+$106	﹤0.01%	1533
2025 Q1	$1.18K	Hold	10	–	–	﹤0.01%	1616
2024 Q4	$1.07K	Hold	10	–	–	﹤0.01%	1659
2024 Q3	$893	Sell	10 -2	-17%	-$158	﹤0.01%	1719
2024 Q2	$690	Buy	12 +6	+100%	+$360	﹤0.01%	1753
2024 Q1	$400	Hold	6	–	–	﹤0.01%	1824
2023 Q4	$455	Sell	6 -1	-14%	-$72	﹤0.01%	1818
2023 Q3	$522	Buy	7 +2	+40%	+$134	﹤0.01%	1744
2023 Q2	$315	Buy	5 +1	+25%	+$58	﹤0.01%	1825
2023 Q1	$209	Sell	4 -1	-20%	-$43	﹤0.01%	1820
2022 Q4	$172	Buy	+5	New	+$187	﹤0.01%	1841
2022 Q2	–	Sell	-1	Closed	–	–	1814
2022 Q1	$0	Hold	1	–	–	﹤0.01%	1876
2021 Q4	$0	Buy	+1	New	+$143	﹤0.01%	1775

Other funds holding GSHD

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM