JGP Wealth Management
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JGP Wealth Management’s Block Inc XYZ Stock Holding History

JGP Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,176
Closed -$241K – 254
2026
Q2 		$241K Buy
+3,176
New +$223K 0.02% 212
2022
Q2 		– Sell
-2,897
Closed -$357K – 163
2022
Q1 		$357K Buy
2,897
+12
+0.4% +$1.45K 0.07% 123
2021
Q4 		$414K Buy
2,885
+1,983
+220% +$430K 0.08% 114
2021
Q3 		$216K Buy
902
+36
+4% +$9.25K 0.05% 147
2021
Q2 		$211K Buy
+866
New +$201K 0.05% 150
2021
Q1 		– Sell
-874
Closed -$208K – 152
2020
Q4 		$208K Buy
+874
New +$170K 0.05% 142

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JGP Wealth Management's XYZ Position: Q3 2026 in Review

JGP Wealth Management sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 3,176 shares — an estimated $241K sold.

JGP Wealth Management first reported a position in XYZ in Q4 2020 and held it in 6 quarters. The position peaked at $414K in Q4 2021. 568 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • JGP Wealth Management reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
  • JGP Wealth Management sold 3,176 Block Inc shares in Q3 2026, an estimated $241K.
  • JGP Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 6 quarters.
  • JGP Wealth Management's Block Inc position peaked at $414K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.