JFS Wealth Advisors’s Grand Canyon Education LOPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.29K	Sell	30 -6	-17%	-$952	﹤0.01%	1339
2026 Q1	$6.12K	Hold	36	–	–	﹤0.01%	1122
2025 Q4	$5.99K	Buy	36 +7	+24%	+$1.27K	﹤0.01%	1167
2025 Q3	$6.37K	Hold	29	–	–	﹤0.01%	1033
2025 Q2	$5.48K	Hold	29	–	–	﹤0.01%	1051
2025 Q1	$5.02K	Hold	29	–	–	﹤0.01%	1126
2024 Q4	$4.75K	Hold	29	–	–	﹤0.01%	1148
2024 Q3	$4.11K	Buy	29 +1	+4%	+$144	﹤0.01%	1190
2024 Q2	$3.92K	Hold	28	–	–	﹤0.01%	1168
2024 Q1	$3.81K	Sell	28 -2	-7%	-$261	﹤0.01%	1201
2023 Q4	$3.96K	Buy	30 +2	+7%	+$260	﹤0.01%	1151
2023 Q3	$3.27K	Sell	28 -6	-18%	-$666	﹤0.01%	1178
2023 Q2	$3.51K	Sell	34 -4	-11%	-$440	﹤0.01%	1170
2023 Q1	$4.33K	Buy	38 +3	+9%	+$338	﹤0.01%	1055
2022 Q4	$3.7K	Buy	35 +5	+17%	+$499	﹤0.01%	1117
2022 Q3	$2K	Sell	30 -5	-14%	-$433	﹤0.01%	1347
2022 Q2	$3K	Buy	35 +8	+30%	+$745	﹤0.01%	1201
2022 Q1	$3K	Buy	27 +16	+145%	+$1.4K	﹤0.01%	1268
2021 Q4	$1K	Buy	+11	New	+$907	﹤0.01%	1440

Other funds holding LOPE

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

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

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

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

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return